Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames William Hanna is a registered Investment Advisor Representative (IAR) with AE Wealth Management, LLC. James has been in the industry since January 2003 and holds the Series 65 license. James is based in San Antonio, Texas and has been with AE Wealth Management since April 2016. In addition to his role with AE Wealth Management, James also owns and operates HANNA WEALTH ADVISORS, an insurance agency. James has experience providing financial planning, pension consulting, and portfolio management services to individuals, businesses, and pension plans.
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.
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TX
04/29/2016 - Present
AE Wealth Management, LLC (San Antonio TX)
IA
Issued 11/04/2014
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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