Unclaimed
Hannah Christopher is a financial advisor with Cerity Partners LLC, a firm that specializes in providing a variety of financial services to individuals, families, businesses, and non-profit organizations. Hannah has been in the financial services industry since 2014, and has a deep understanding of investment strategies and planning. Hannah is also a Certified Financial Planner (CFP).
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.
Tax services; bill pay
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
NY
01/27/2023 - Present
Cerity Partners LLC (NEW YORK NY)
IL
05/11/2021 - 05/31/2022
FIDELITY BROKERAGE SERVICES LLC (CHICAGO IL)
NJ
08/22/2014 - 04/27/2021
UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)
BOTH
Issued 10/27/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/22/2014
Series 7 - General Securities Representative Examination
Active
Inactive
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