Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Hannah? Claim Your ProfileHannah Zwemke is a registered representative with Merrill Lynch, Pierce, Fenner & Smith Inc. Hannah has been in the financial industry since July 2022 and is licensed in Montana and Texas. Hannah's experience includes working as a financial advisor with Merrill Lynch and previously as an accountant with Wipfli LLP. Hannah specializes in providing financial advice to high-net-worth individuals, corporations, and charitable organizations. Hannah is committed to helping clients reach their financial goals through a variety of services including portfolio management, financial planning, and investment research. Hannah is registered with the Financial Industry Regulatory Authority (FINRA) and is also a registered investment advisor in Montana and Texas.
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.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
MT
01/31/2023 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (BILLINGS MT)
BOTH
Issued 09/13/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/26/2022
Series 7TO - General Securities Representative Examination
BC
Issued 07/22/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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