Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Trina? Claim Your ProfileTrina Hanner is a financial advisor who is based in Birmingham, Alabama. She is currently registered with Oneascent Financial Services LLC. Trina has been in the industry for over 20 years. Trina is a Certified Financial Planner and holds Series 7, 24, 63 and 66 licenses. Trina has also been a board member for the Schneck Hospital Foundation and Salt Creek Township. Trina previously worked for Beacon Wealth Consultants, Inc., UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER, QA3 FINANCIAL CORP, G. A. REPPLE & COMPANY, AMERICAN GENERAL SECURITIES INCORPORATED, FRANKLIN FINANCIAL SERVICES CORPORATION, and RAYMOND JAMES FINANCIAL SERVICES, INC.
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
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.
1
2
AL
05/01/2018 - Present
Oneascent Financial Services LLC (BIRMINGHAM AL)
IN
02/26/2011 - 11/06/2014
UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER (BROWNSTOWN IN)
IN
08/09/2006 - 02/11/2011
QA3 FINANCIAL CORP. (BROWNSTOWN IN)
IN
01/23/2004 - 08/09/2006
G. A. REPPLE & COMPANY (BROWNSTOWN IN)
AZ
10/01/2002 - 12/31/2003
AMERICAN GENERAL SECURITIES INCORPORATED (PHOENIX AZ)
TX
06/26/2002 - 10/01/2002
FRANKLIN FINANCIAL SERVICES CORPORATION (HOUSTON TX)
CA
06/22/2001 - 05/30/2002
NATIONAL PLANNING CORPORATION (LOS ANGELES CA)
FL
09/19/2000 - 03/19/2001
RAYMOND JAMES FINANCIAL SERVICES, INC. (ST. PETERSBURG FL)
BOTH
Issued 07/07/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/11/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/03/2004
Series 24 - General Securities Principal Examination
BC
Issued 11/06/2014
SIE - Securities Industry Essentials Examination
BC
Issued 09/18/2000
Series 7 - General Securities Representative Examination
Active
Inactive
Not sure Trina Hanner is the right advisor for you? Invested Better is here to help.
