Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Hannah? Claim Your ProfileHannah Wadsworth is an Investment Advisor Representative with Captrust. Hannah has been working in the financial industry since 2011. Hannah holds the Series 65 license and is registered in the state of Alabama. Hannah's specialties include Retirement Planning, College Savings Planning, and Financial Planning. Hannah has experience working for firms like Welch Hornsby, Inc. and Elmore County Probate Office.
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.
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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AL
03/02/2020 - Present
Captrust (MONTGOMERY AL)
IA
Issued 09/14/2017
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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