Unclaimed
Kathleen Hanna is a financial advisor at Janney Montgomery Scott LLC in Pittsburgh, PA. Kathleen has been in the industry since 1982 and has a broad range of experience. Kathleen is registered with FINRA and has a Series 7, Series 53 and Series 63 license. Kathleen is a highly experienced and knowledgeable financial advisor, and she is committed to providing her clients with the highest quality of service.
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.
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.
Fee plus commission
1
2
PA
06/25/2005 - Present
Janney Montgomery Scott LLC (PITTSBURGH PA)
PA
02/14/1984 - 06/25/2005
PARKER/HUNTER INCORPORATED (PITTSBURGH PA)
NA
06/24/1982 - 03/02/1984
PAINE, WEBBER, JACKSON & CURTIS INC.
BC
Issued 08/09/1982
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/17/1984
Series 53 - Municipal Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/19/1982
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
N
New York Stock Exchange
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