Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Richard? Claim Your ProfileRichard Gregory Hana is a financial advisor with over 47 years of experience in the industry. Richard is currently registered with Commonwealth Financial Network and has been with the firm since 2005. Prior to that, Richard was with Lincoln Financial Advisors Corporation for 30 years. Richard holds Series 6, 7, 22, 24, and 63 licenses as well as the SIE and Series 65. Richard holds the professional designation, Chartered Financial Consultant. Richard specializes in providing financial planning, portfolio management, and other services to individuals, businesses, and charitable organizations.
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.
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2
FL
11/01/2005 - Present
Commonwealth Financial Network (PONTE VEDRA FL)
IN
09/03/1975 - 11/02/2005
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
IN
09/03/1975 - 11/02/2005
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
NA
12/28/1981 - 01/03/1989
LINCOLN NATIONAL PENSION INSURANCE COMPANY
NA
10/22/1982 - 01/20/1988
INTEGRATED RESOURCES EQUITY CORPORATION
IA
Issued 11/12/1993
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/13/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/21/1985
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 01/02/2023
Series 22TO - Direct Participation Programs Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/21/1984
Series 7 - General Securities Representative Examination
BC
Issued 08/25/1975
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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