Unclaimed
Samantha Daboul Hanna is a financial advisor with LPL Financial LLC. Samantha has been in the industry since 1997. Samantha is registered in Massachusetts and has Series 63, Series 7, and SIE licenses. Samantha has held previous positions with MML Investors Services, LLC, MML Investors Services, Inc., and Linsco/Private Ledger Corp. Samantha specializes in providing financial advice to a variety of client types, including individuals, businesses, and charitable organizations. Samantha is committed to providing her clients with personalized financial advice and helping them achieve their financial goals.
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.
Consulting and other non-discretionary advisory services
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.
1
2
MA
03/28/2011 - Present
LPL Financial LLC (WESTBOROUGH MA)
MA
12/14/2005 - 04/06/2011
MML INVESTORS SERVICES, LLC (BOSTON MA)
MA
08/13/2002 - 12/19/2003
MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)
SC
07/28/1999 - 08/21/2000
LINSCO/PRIVATE LEDGER CORP. (FORT MILL SC)
AZ
01/25/1999 - 07/28/1999
SUNAMERICA SECURITIES, INC. (PHOENIX AZ)
SC
04/22/1997 - 11/17/1998
LINSCO/PRIVATE LEDGER CORP. (FORT MILL SC)
BC
Issued 05/16/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/21/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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