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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Hannah? Claim Your ProfileHannah Manz is an investment advisor representative at Morgan Stanley. Hannah has been in the securities industry for 2 years and is registered in New York. Hannah holds the Series 7TO, Series 65, and SIE exams. Prior to joining Morgan Stanley, Hannah worked at a variety of companies, including Portola Partners Group LLC, Fargo Country Club, Starbucks, Yale Department of Economics, Yale Office of Development, Trumbull College, United States Senate, Driscoll Farms, Dakota Medical Foundation, North Dakota Republican Party, Shanley High School, and Yale University. Hannah's firm, Morgan Stanley, is a large investment bank that provides a wide range of financial services, including investment banking, securities brokerage, and investment management.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
NY
02/07/2024 - Present
Morgan Stanley (New York NY)
IA
Issued 09/16/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/06/2024
Series 7TO - General Securities Representative Examination
BC
Issued 08/01/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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