Unclaimed
Hannah Lakian is an Investment Advisor Representative at Vanguard Advisers, Inc., a firm with offices in Malvern, PA. Hannah Lakian has been working in the financial services industry since July 2022 and holds Series 7TO, SIE and Series 66 licenses. Hannah Lakian is registered with the Securities and Exchange Commission and is also registered in 53 states. Hannah Lakian provides financial planning, portfolio management for individuals and businesses, and selection of other advisors.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
1
2
NC
08/16/2022 - Present
Vanguard Advisers, Inc. (Charlotte NC)
BOTH
Issued 08/15/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/19/2022
Series 7TO - General Securities Representative Examination
BC
Issued 04/09/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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