Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jana? Claim Your ProfileJana Hanagan is a financial professional with over 13 years of experience in the industry. Jana is currently registered with Northwestern Mutual Investment Services, LLC and has been with the firm since 2020. Prior to that, Jana worked at ETICO PARTNERS, LLC, CURRAN ADVISORY SERVICES, and A. G. EDWARDS & SONS, INC. Jana specializes in investment research and provides referrals to other advisors. Jana holds Series 63, SIE, and Series 7 licenses.
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.
Investment research; referrals to other advisers
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.
Referral fees
1
2
NY
01/02/2020 - Present
Northwestern Mutual Investment Services, LLC (SARATOGA SPRGS NY)
CT
09/05/2018 - 11/25/2019
ETICO PARTNERS, LLC (Stamford CT)
NY
03/17/2015 - 09/30/2016
CURRAN ADVISORY SERVICES (ALBANY NY)
NY
07/24/2012 - 05/10/2013
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (ALBANY NY)
MO
11/23/1999 - 05/01/2003
A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)
GA
03/16/1994 - 07/10/1996
SYNOVUS SECURITIES, INC. (COLUMBUS GA)
BC
Issued 05/19/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/23/2012
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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