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Jeremy R Hanson

Capfinancial Securities, LLC

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About Jeremy R Hanson

Jeremy Hanson is a financial professional with over 17 years of experience in the financial services industry. Jeremy is currently registered with Capfinancial Securities, LLC in Charlotte, North Carolina. Jeremy has a strong foundation in securities, with a Series 7, Series 66, and Series 99TO license. Jeremy specializes in providing investment advice to individuals and families.

Firm Information

Jeremy Hanson is currently registered with Capfinancial Securities, LLC. Capfinancial Securities, LLC is a Limited Liability Company formed on November 21, 2013. The firm is registered with the SEC and in all 50 states.

Not reported

Assets Under Management

Not reported

Total Clients

91

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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Jeremy Hanson’s Registration & Firm History

NC

11/03/2005 - Present

Capfinancial Securities, LLC (CHARLOTTE NC)

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Licenses & Designations

BOTH

Issued 10/24/2006

Series 66 - Uniform Combined State Law Examination

BC

Issued 01/02/2023

Series 99TO - Operations Professional Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/02/2005

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jeremy R Hanson.
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