Unclaimed
Kenneth Jeffrey Hanna is a financial advisor registered with United Capital Financial Advisors. Kenneth has been in the industry since 2005. Kenneth has a series 6, 7 and 63 license and has also passed the SIE exam. Kenneth is also registered as an Investment Advisor Representative (IAR) in Pennsylvania and has passed the Series 65 Exam. Kenneth has previously been employed by Goldman Sachs & Co. LLC, Cetera Advisor Networks LLC, Girard Securities, Inc., Royal Alliance Associates, Inc., Essex National Securities, Inc., Invest Financial Corporation, NFP Securities, Inc., Stancorp Equities, Inc., Invesmart Securities, LLC, and Federated Securities Corp.
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.
Sub-adviser for other investment advisers
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.
1
2
PA
10/30/2015 - Present
United Capital Financial Advisors (CARNEGIE PA)
PA
09/04/2020 - 11/16/2023
GOLDMAN SACHS & CO. LLC (CARNEGIE PA)
PA
11/01/2017 - 09/03/2020
CETERA ADVISOR NETWORKS LLC (Carnegie PA)
PA
10/30/2015 - 11/01/2017
GIRARD SECURITIES, INC. (Carnegie PA)
PA
06/30/2011 - 11/04/2015
ROYAL ALLIANCE ASSOCIATES, INC. (CARNEGIE PA)
PA
01/19/2011 - 06/24/2011
ESSEX NATIONAL SECURITIES, INC. (INDIANA PA)
PA
11/24/2009 - 11/01/2010
INVEST FINANCIAL CORPORATION (PITTSBURGH PA)
PA
02/11/2009 - 12/04/2009
NFP SECURITIES, INC. (PITTSBURGH PA)
PA
01/01/2007 - 12/31/2008
STANCORP EQUITIES, INC. (PITTSBURGH PA)
PA
02/08/2006 - 01/01/2007
INVESMART SECURITIES, LLC (PITTSBURGH PA)
PA
11/04/2004 - 03/01/2006
FEDERATED SECURITIES CORP. (PITTSBURGH PA)
IA
Issued 10/23/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/09/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/27/2011
Series 7 - General Securities Representative Examination
BC
Issued 11/02/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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