Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Hans? Claim Your ProfileHans Caparas Medina is a financial advisor with Cetera Investment Advisers LLC, a registered investment advisor based in Schaumburg, Illinois. Hans has been in the financial services industry since 1997 and has worked with several firms prior to joining Cetera, including United Planners' Financial Services of America, Securities America, Inc., and Linsco/Private Ledger Corp. Hans holds the Series 6, 63, and 65 licenses, as well as the SIE. Hans provides financial planning, portfolio management for individuals and businesses, pension consulting, and educational seminars to clients.
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.
A percentage of the total value of assets under management is charged.
1
2
HI
01/17/2025 - Present
Cetera Investment Advisers LLC (MILILAN HI)
HI
05/17/2013 - 12/09/2016
UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER (HONOLULU HI)
HI
01/23/2009 - 05/08/2013
SECURITIES AMERICA, INC. (HONOLULU HI)
HI
01/10/2008 - 01/23/2009
BRECEK & YOUNG ADVISORS, INC. (HONOLULU HI)
HI
04/17/2002 - 01/10/2008
LINSCO/PRIVATE LEDGER CORP. (HONOLULU HI)
CA
01/07/2000 - 03/19/2002
FINANCIAL NETWORK INVESTMENT CORPORATION (EL SEGUNDO CA)
GA
07/16/1997 - 12/31/1997
WMA SECURITIES, INC. (DULUTH GA)
GA
11/09/1995 - 12/31/1996
WMA SECURITIES, INC. (DULUTH GA)
NY
08/25/1993 - 03/15/1994
NYLIFE SECURITIES INC. (NEW YORK NY)
IA
Issued 11/18/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/02/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/07/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Hans Medina is the right advisor for you? Invested Better is here to help.
