Unclaimed
Hannah Marie Flodin is a financial advisor registered with Cetera Investment Advisers LLC in Scottsdale, Arizona. Hannah has been in the industry since July 2021, previously working with Securian Financial Services, Inc., and CRI Securities, LLC. Hannah specializes in financial planning, pension consulting, and educational seminars. She also provides portfolio management for both businesses and individuals. Hannah holds Series 7, Series 66 and SIE licenses and is registered with the states of Arizona, Colorado, Illinois, Montana, and Washington.
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.
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.
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2
AZ
08/10/2023 - Present
Cetera Investment Advisers LLC (SCOTTSDALE AZ)
AZ
07/26/2021 - 08/10/2023
SECURIAN FINANCIAL SERVICES, INC. (Scottsdale AZ)
AZ
07/26/2021 - 10/28/2021
CRI SECURITIES, LLC (Scottsdale AZ)
BOTH
Issued 10/02/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/26/2021
Series 7TO - General Securities Representative Examination
BC
Issued 06/04/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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