Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Hannah? Claim Your ProfileHannah Rose Whatley is a financial advisor with Rather & Kittrell, Inc. in Knoxville, TN. Hannah has been in the financial industry since June 2017. Hannah has a Series 66, Series 7, and SIE license. Hannah is also a Certified Financial Planner. Hannah previously worked at Fidelity Brokerage Services LLC. Hannah is licensed to provide financial advice in Tennessee.
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.
Consulting
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
TN
07/16/2021 - Present
Rather & Kittrell, Inc. (KNOXVILLE TN)
TN
06/16/2017 - 07/02/2021
FIDELITY BROKERAGE SERVICES LLC (FRANKLIN TN)
BOTH
Issued 07/18/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/16/2017
Series 7 - General Securities Representative Examination
Active
Inactive
Not sure Hannah Whatley is the right advisor for you? Invested Better is here to help.
