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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Joseph Hannan is a financial advisor with over 38 years of experience in the industry. William has been with Ameriprise Financial Services, LLC since August of 2020. Prior to that, William worked with Raymond James Financial Services, Inc., Investment Professionals, Inc., and Lincoln Financial Advisors Corporation, among others. William is registered with FINRA and holds Series 6, 7, 63, and 65 licenses. William is a registered investment advisor in Florida, Georgia, New York, North Carolina, Ohio, Tennessee, Texas, Virginia, and West Virginia. William specializes in financial planning, portfolio management for individuals and businesses, pension consulting, educational seminars, and asset allocation services.
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.
Asset allocation 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.
A percentage of the total value of assets under management is charged.
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2
VA
08/31/2020 - Present
Ameriprise Financial Services, LLC (Midlothian VA)
VA
10/28/2010 - 09/01/2020
RAYMOND JAMES FINANCIAL SERVICES, INC. (CHESAPEAKE VA)
NC
11/17/2008 - 11/12/2010
INVESTMENT PROFESSIONALS, INC. (MOYOCK NC)
VA
06/01/2008 - 12/11/2008
INFINEX INVESTMENTS, INC. (VIRGINIA BEACH VA)
VA
10/24/2006 - 06/01/2008
BI INVESTMENTS, LLC (VIRGINIA BEACH VA)
NC
06/09/1988 - 10/23/2006
LINCOLN FINANCIAL ADVISORS CORPORATION (MOYOCK NC)
IN
06/09/1988 - 05/25/2006
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
NA
06/09/1988 - 01/03/1989
LINCOLN NATIONAL PENSION INSURANCE COMPANY
NA
10/29/1982 - 06/06/1988
MUTUAL OF OMAHA FUND MANAGEMENT COMPANY
IA
Issued 06/02/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/27/1982
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/30/1999
Series 7 - General Securities Representative Examination
BC
Issued 10/28/1982
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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