Unclaimed
John Joseph Hannan is an active investment advisor representative with Wells Fargo Clearing Services, LLC. John has been in the industry since November 9, 1988. John is registered with the state of Pennsylvania and has worked with CCO INVESTMENT SERVICES CORP. and JANNEY MONTGOMERY SCOTT LLC. John also has a number of industry certifications including a Series 7, Series 63, Series 55, Series 57TO, and the Securities Industry Essentials Examination.
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.
Investment consulting services to institutional clients
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.
1
2
PA
05/09/2012 - Present
Wells Fargo Clearing Services, LLC (SPRING HOUSE PA)
PA
08/17/2006 - 04/23/2012
CCO INVESTMENT SERVICES CORP. (SOUTHAMPTON PA)
PA
04/22/1996 - 04/27/2006
JANNEY MONTGOMERY SCOTT LLC (PHILADELPHIA PA)
NY
07/20/1988 - 04/19/1996
PENNSYLVANIA MERCHANT GROUP LTD. (NEW YORK NY)
IA
Issued 07/25/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/11/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 57TO - Securities Trader Exam
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/23/2000
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 07/16/1988
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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