Unclaimed
Hannah Buschbom is a financial advisor who has been in the industry since 2011. She is currently registered with The Ameriflex Group and has previously worked with Sagepoint Financial and Securities America. Hannah has a wide range of experience, including providing financial planning, investment management, and insurance advice to clients. She is also a Certified Divorce Financial Analyst and has experience in providing financial advice to clients going through divorce. Hannah is dedicated to helping her clients achieve their financial goals and providing them with the best possible service.
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.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
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
CA
01/02/2021 - Present
THE Ameriflex Group (Santa Barbara CA)
CA
01/18/2012 - 09/01/2023
SAGEPOINT FINANCIAL, INC. (Santa Barbara CA)
CA
02/11/2011 - 01/18/2012
SECURITIES AMERICA, INC. (SANTA BARBARA CA)
BOTH
Issued 08/30/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/10/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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