Unclaimed
Hannah Miller Huntley is a financial advisor at Raymond James Financial Services Advisors, Inc. with over five years of experience in the financial services industry. Hannah is registered to provide investment advice in 14 states and holds Series 7, 66, and SIE licenses. Hannah has a deep understanding of the financial markets and is committed to providing her clients with personalized financial planning and investment management services. Hannah works with a variety of clients, including individuals, families, businesses, and retirement plans. Hannah is also a licensed insurance agent and can assist clients with their insurance needs. Hannah is passionate about helping her clients achieve their financial goals and believes that everyone deserves access to quality financial advice.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
CT
08/11/2020 - Present
Raymond James Financial Services Advisors, Inc. (DANBURY CT)
BOTH
Issued 08/10/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/31/2019
Series 7TO - General Securities Representative Examination
BC
Issued 10/21/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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