Unclaimed
Jeanne M. Hanrahan is an investment advisor representative and registered representative at Morgan Stanley. Jeanne has been in the industry since August 2004 and is licensed to provide investment advice in 41 states. She previously worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated and Morgan Stanley DW INC. Jeanne also holds a Series 66, Series 31, and Series 7 license. Jeanne M. Hanrahan specializes in financial planning, asset allocation advice, and portfolio management for individuals, businesses, and investment companies.
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
06/02/2022 - Present
Morgan Stanley (Garden City NY)
NY
11/24/2006 - 07/26/2017
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (GREAT NECK NY)
NY
08/13/2004 - 11/29/2006
MORGAN STANLEY DW INC. (GREAT NECK NY)
BOTH
Issued 09/09/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/15/2004
Series 31 - Futures Managed Funds Examination
BC
Issued 08/12/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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