Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Hannah? Claim Your ProfileHannah Sledd is a financial advisor at Wells Fargo Clearing Services, LLC. Hannah has been in the financial industry since 2015 and holds Series 7, 9, 10, 63, and 65 licenses. Hannah has worked for a variety of firms, including J.P. Morgan Securities LLC, E*TRADE Securities LLC, and Principal Securities, Inc. Hannah specializes in retirement planning, investment management, and financial planning. Hannah is also a Certified Financial Planner.
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.
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.
Investment consulting services to institutional clients
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.
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2
MO
09/30/2024 - Present
Wells Fargo Clearing Services, LLC (ST. LOUIS MO)
TN
11/01/2021 - 02/09/2022
PRINCIPAL SECURITIES, INC. (BRENTWOOD TN)
OH
07/18/2019 - 07/26/2021
LINCOLN INVESTMENT (INDEPENDENCE OH)
GA
05/29/2014 - 10/05/2017
J.P. MORGAN SECURITIES LLC (ATLANTA GA)
GA
01/17/2014 - 05/19/2014
E*TRADE SECURITIES LLC (ALPHARETTA GA)
GA
11/13/2012 - 12/10/2013
J.P. TURNER & COMPANY, L.L.C. (ATLANTA GA)
IA
Issued 07/18/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/30/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/10/2024
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/30/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/05/2017
SIE - Securities Industry Essentials Examination
BC
Issued 11/12/2012
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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