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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mandana? Claim Your ProfileMandana Hohn is an investment professional with over 25 years of experience in the financial services industry. Mandana has been registered with Merrill Lynch, Pierce, Fenner & Smith Inc. since 2011. Prior to joining Merrill Lynch, Mandana worked with Morgan Stanley Smith Barney and Citigroup Global Markets Inc. in a similar capacity. Mandana specializes in portfolio management for individuals and businesses, as well as providing pension consulting, educational seminars, and selection of other advisors. Mandana also provides performance measurement reports, allocation modeling, and research reports and services to clients. Mandana is licensed to provide investment advice in California and Texas.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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
CA
10/18/2012 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (PLEASANTON CA)
CA
06/01/2009 - 09/13/2011
MORGAN STANLEY SMITH BARNEY (PLEASANTON CA)
CA
06/30/1998 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (PLEASANTON CA)
NJ
04/09/1996 - 01/28/1998
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
NJ
05/19/1995 - 07/17/1995
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
IA
Issued 04/22/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/27/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/01/2005
Series 31 - Futures Managed Funds Examination
BC
Issued 05/17/1995
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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