Unclaimed
Pat Hanna is a financial advisor at J.p. Morgan Institutional Investments Inc. with over 16 years of experience in the financial services industry. Pat has worked at firms including Blackstone Securities Partners L.P., Goldman, Sachs & Co., Van Kampen Funds Inc. and Fifth Third Securities, Inc.. Pat is registered with FINRA as a General Securities Representative. Pat is also registered with the states of Illinois, Indiana, Michigan, and Wisconsin.
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.
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.
1
2
IL
09/02/2022 - Present
J.p. Morgan Institutional Investments Inc. (CHICAGO IL)
IL
11/22/2016 - 07/12/2022
BLACKSTONE SECURITIES PARTNERS L.P. (Chicago IL)
NY
04/20/2009 - 06/14/2016
GOLDMAN, SACHS & CO. (NEW YORK NY)
NY
09/11/2007 - 03/09/2009
GOLDMAN, SACHS & CO. (NEW YORK NY)
IL
09/16/2005 - 09/11/2007
VAN KAMPEN FUNDS INC. (OAKBROOK TERRACE IL)
OH
08/03/2005 - 09/12/2005
FIFTH THIRD SECURITIES, INC. (CINCINNATI OH)
BOTH
Issued 04/14/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/23/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/16/2017
Series 79 - Investment Banking Registered Representative Examination
BC
Issued 08/01/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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