Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Philip? Claim Your ProfilePhilip Iskander Hanna is a financial advisor who has been working in the industry since 2018. Philip is currently registered with Thrivent Investment Management Inc. and holds Series 63, 65, 7 and SIE licenses. Philip is also registered in 31 states. Philip's previous experience includes working for J.P. MORGAN SECURITIES LLC. Philip specializes in working with individuals and providing financial planning services.
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.
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.
1
2
TX
01/03/2022 - Present
Thrivent Investment Management Inc. (Allen TX)
TX
07/05/2018 - 09/17/2018
J.P. MORGAN SECURITIES LLC (Plano TX)
IA
Issued 12/22/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/05/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/17/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/05/2018
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Philip Hanna is the right advisor for you? Invested Better is here to help.
