Unclaimed
Michelle Hannah is a registered investment advisor representative, with experience in the industry since July 19, 2020. Michelle is currently registered with Ameritas Advisory Services, LLC and holds the Series 66, 7TO, and SIE licenses. Michelle Hannah is also licensed in Texas for both securities and investment advisor representatives. Michelle has a special focus on working with insurance companies, charitable organizations, high-net-worth individuals, corporations, and individuals. Michelle Hannah specializes in financial planning, pension consulting, and portfolio management for both businesses and individuals.
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.
A percentage of the total value of assets under management is charged.
Solicitor fees
1
2
TX
11/01/2021 - Present
Ameritas Advisory Services, LLC (SUGAR LAND TX)
BOTH
Issued 10/11/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/18/2020
Series 7TO - General Securities Representative Examination
BC
Issued 02/13/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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