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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Zane? Claim Your ProfileZane Hanzon is a financial professional registered with Cetera Investment Advisers LLC. Zane has been working in the financial services industry since November 2008. Zane is registered as a Registered Investment Advisor (RIA) in Utah. Previously, Zane worked for CUSO Financial Services, L.P. and Royal Alliance Associates, Inc. Zane holds the Series 6, 7, 63, and 65 securities licenses and has a SIE exam. Zane also provides fixed insurance products through various companies. Zane offers financial planning, pension consulting, and portfolio management for individuals and businesses. Zane has a strong track record of providing financial advice and helping clients 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.
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
UT
06/29/2023 - Present
Cetera Investment Advisers LLC (RIVERTON UT)
UT
12/05/2017 - 09/21/2021
CUSO FINANCIAL SERVICES, L.P. (South Jordan UT)
UT
07/01/2011 - 11/03/2017
ROYAL ALLIANCE ASSOCIATES, INC. (SALT LAKE CITY UT)
UT
09/25/2008 - 07/08/2011
CHASE INVESTMENT SERVICES CORP. (SALT LAKE CITY UT)
IA
Issued 03/16/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/03/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/20/2010
Series 7 - General Securities Representative Examination
BC
Issued 09/24/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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