Nameer Hanna (CRD# 6915945) is an Investment Advisor Representative working at Morgan Stanley in Tampa, FL and has over 5 years of experience in the finance industry.
CRD# 3229164
Commonwealth Financial Network
CRD# 5969810
Cambridge Investment Research Advisors, Inc.
CRD# 843581
Financial Guidance Group, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Morgan Stanley Smith Barney LLC | Tampa, FL | Nov 2021 - Current | 2 |
| Morgan Stanley Private Bank, N.a. | New York, NY | Nov 2021 - Current | 2 |
| Bank Of America, N.a. | Auburn Hills, MI | Mar 2020 - Nov 2021 | 1 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Auburn Hills, MI | Feb 2020 - Nov 2021 | 1 |
| National Life Insurance Company | Troy, MI | May 2019 - Feb 2020 | < 1 |
| Equity Services, Inc. | Montpelier, VT | Jun 2019 - Jan 2020 | < 1 |
| Oakland University | Rochester Hills, MI | Sep 2016 - Dec 2019 | 3 |
| Hantz Financial Services | Southfield, MI | Feb 2018 - May 2019 | 1 |
| Tom's | Farmington Hills, MI | Jul 2015 - Feb 2019 | 3 |
| La Fitness | Clinton Township, MI | Sep 2016 - Apr 2017 | < 1 |
| Cousino High School | Warren, MI | Oct 2011 - Apr 2015 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jan 2019 |
- FL
- TX
-
Total Assets Under Management1,402,426MILLIONS
-
Total Number of Accounts2,405,783ACCOUNTS
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Average Account Value$582,939
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Commissions
- Performance-based fees
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- 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
- Other
AK, AL, AR, AZ, 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, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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