James HannaCRD Number: 1299550
Current Firm: Msi Financial Services, Inc.
James Hanna (CRD# 1299550) is an Investment Advisor Representative working at Msi Financial Services, Inc. in Pittsburgh, PA and has over 32 years of experience in the finance industry.
C.b. Bond Financial Planning, Inc.
Nfp Advisor Services, LLC
Staley Capital Advisers Inc.
|Metlife Securities Inc.||Pittsburgh, PA||Jan 2015 - Current||2|
|New England Securities||Pittsburgh, PA||Aug 1984 - Current||32|
|New England Life||Pittsburgh, PA||Jun 1983 - Current||33|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Dec 1984|
Total Assets Under Management13,804MILLIONS
Total Number of Accounts105,831ACCOUNTS
Average Account Value$130,432
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV