Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Thomas? Claim Your ProfileThomas Joonghi Hahn is a financial advisor with Avantax Advisory Services. Thomas is a Certified Financial Planner with over 30 years of experience in the financial services industry. Thomas has been registered with Avantax since 1997. Prior to joining Avantax, Thomas was registered with IFG Network Securities, Inc., Hochman & Baker Securities, Inc., and H.D. Vest Investment Securities, Inc. Thomas provides financial planning, portfolio management, and other advisory services to individuals, businesses, and retirement plans. Thomas also serves as a solicitor for Avantax Insurance Agency LLC. Thomas has earned the Series 6, 7, 63, and 65 licenses.
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.
Solicitor referral services to third-party investment managers; participant enrollment meetings
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.
Solicitor fees
1
2
VA
02/06/1998 - Present
Avantax Advisory Services (FALLS CHURCH VA)
GA
01/03/1996 - 09/26/1996
IFG NETWORK SECURITIES, INC. (ATLANTA GA)
CT
01/15/1996 - 01/22/1996
HOCHMAN & BAKER SECURITIES, INC. (STAMFORD CT)
TX
09/28/1992 - 01/03/1996
H.D. VEST INVESTMENT SECURITIES, INC. (DALLAS TX)
IA
Issued 07/07/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/30/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/12/2006
Series 7 - General Securities Representative Examination
BC
Issued 09/23/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Thomas Hahn is the right advisor for you? Invested Better is here to help.
