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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffery? Claim Your ProfileJeffery Hanna is a financial advisor with over 20 years of experience in the financial services industry. Jeffery has a wide range of experience in the financial services industry, having worked with firms such as Pacific Select Distributors, Inc., Jackson National Life Distributors LLC, and Triad Advisors LLC. Currently, Jeffery is a registered representative with LPL Financial LLC. Jeffery is licensed to provide financial advice in numerous states, including but not limited to Georgia, Texas, North Carolina, Florida, Alabama, Arkansas, and California. Jeffery's expertise includes portfolio management, financial planning, pension consulting, and educational seminars. Jeffery is committed to providing personalized financial advice and guidance to help clients reach their financial goals.
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.
Consulting and other non-discretionary advisory services
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.
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CA
09/30/2024 - Present
LPL Financial LLC (SAN DIEGO CA)
GA
10/17/2014 - 08/18/2020
TRIAD ADVISORS LLC (KENNESAW GA)
IA
12/20/2012 - 10/02/2014
SAMMONS FINANCIAL NETWORK, LLC (WEST DES MOINES IA)
TN
07/12/2010 - 10/02/2012
JACKSON NATIONAL LIFE DISTRIBUTORS LLC (FRANKLIN TN)
CA
10/16/2009 - 06/25/2010
TNP SECURITIES, LLC (COSTA MESA CA)
CA
02/01/2001 - 10/13/2009
PACIFIC SELECT DISTRIBUTORS, INC. (NEWPORT BEACH CA)
GA
11/29/2000 - 03/09/2001
LINDNER CAPITAL MANAGEMENT, INC. (MARIETTA GA)
IA
Issued 01/15/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/06/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/27/2009
Series 7 - General Securities Representative Examination
BC
Issued 11/28/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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