Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Hanna is a financial advisor with over 10 years of experience in the industry. John has a diverse background, having worked at SunTrust Robinson Humphrey, Inc., Merrill Lynch, Pierce, Fenner & Smith Incorporated, and now at Rockefeller Financial LLC. John holds several licenses and certifications, including Series 7, Series 86, Series 87, and Series 63. He is also a Certified Financial Planner. John specializes in providing financial planning, portfolio management for individuals and businesses, and selection of other advisors to his clients. He has extensive experience working with a range of client types, including high-net-worth individuals, corporations, and pension and profit-sharing 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.
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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2
GA
03/26/2019 - Present
Rockefeller Financial LLC (ATLANTA GA)
GA
08/27/2014 - 01/22/2019
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (ATLANTA GA)
GA
08/14/2012 - 07/14/2014
SUNTRUST ROBINSON HUMPHREY, INC. (ATLANTA GA)
IA
Issued 12/05/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/27/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/21/2014
Series 87 - Research Analyst Exam - Part II Regulations Module
BC
Issued 10/16/2013
Series 86 - Research Analyst Exam - Part I Analysis Module
BC
Issued 08/13/2012
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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