Unclaimed
Hannah Powers is a registered representative with Stifel, Nicolaus & Company, Inc. Hannah has been in the industry since 2023 and is licensed in 26 states. Hannah is a Series 7, 63 and SIE licensed advisor. Hannah specializes in working with high-net-worth individuals, insurance companies, charitable organizations, pension and profit-sharing plans, corporations or other businesses, and individuals other than high-net-worth. Hannah provides financial planning, pension consulting, educational seminars, selection of other advisors, portfolio management for businesses, portfolio management for individuals, and portfolio management for pooled investment vehicles.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
MA
06/27/2023 - Present
Stifel, Nicolaus & Company, Inc. (BOSTON MA)
BC
Issued 05/14/2024
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/27/2023
Series 7TO - General Securities Representative Examination
BC
Issued 03/14/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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