Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Rachael? Claim Your ProfileRachael Frances Hanan is a financial professional with over 15 years of experience in the industry. Currently, Rachael is registered with Janney Montgomery Scott LLC, where she is based in Melville, NY. Prior to joining Janney Montgomery Scott, Rachael held positions at Morgan Stanley and Citigroup Global Markets Inc. She specializes in financial planning, pension consulting, portfolio management for businesses and individuals, and educational seminars. Rachael is licensed in Florida and New York.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fee plus commission
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NY
03/20/2015 - Present
Janney Montgomery Scott LLC (MELVILLE NY)
NY
06/01/2009 - 03/26/2015
MORGAN STANLEY (MELVILLE NY)
NY
07/03/2007 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (MELVILLE NY)
BC
Issued 04/19/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/25/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
N
New York Stock Exchange
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