Unclaimed
Sharon Hanna is a Registered Representative of Merrill Lynch, Pierce, Fenner & Smith Inc. Sharon has been in the securities industry since 1994 and is active in both Broker-Dealer and Investment Adviser capacities. Sharon has been employed by Merrill Lynch since 1994 and is licensed to provide advisory services in Arkansas, Oklahoma and Texas. Sharon has a deep understanding of investment strategies and helps investors of all types reach their 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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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
AR
08/30/2022 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (FORT SMITH AR)
AR
09/27/1994 - 07/11/2006
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (FORT SMITH AR)
BOTH
Issued 06/11/2022
Series 66 - Uniform Combined State Law Examination
IA
Issued 01/09/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/18/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/20/2021
Series 7TO - General Securities Representative Examination
BC
Issued 08/06/2019
SIE - Securities Industry Essentials Examination
BC
Issued 09/26/1994
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
N
Nasdaq Stock Market
N
New York Stock Exchange
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