Jacob HanleyCRD Number: 5595945
Current Firm: People's Securities, Inc.
Jacob Hanley (CRD# 5595945) is an Investment Advisor Representative working at People's Securities, Inc. in Williston, VT and has over 8 years of experience in the finance industry.
Merrill Lynch, Pierce, Fenner & Smith Incorporated
People's Securities, Inc.
Lpl Financial LLC
|People's Securities, Inc.||Bridgeport, CT||Oct 2015 - Current||2|
|Merrill Lynch, Pierce, Fenner & Smith Incorporated||Mystic, CT||Apr 2011 - Oct 2015||4|
|Bank Of America, N.a.||Mystic, CT||Apr 2011 - Oct 2015||4|
|Ameriprise Financial Services, Inc.||Mystic, CT||Jan 2009 - Apr 2011||2|
|Abbott's Lobster Inc.||Noank, CT||Jun 2000 - Oct 2009||9|
|Mystic Pizza Food Company||Noank, CT||Sep 2004 - Apr 2007||2|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Apr 2009|
Total Assets Under Management687MILLIONS
Total Number of Accounts882ACCOUNTS
Average Account Value$778,713
- A percentage of assets under your management
- 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
AK, AZ, CA, CO, CT, DE, FL, GA, ID, IL, IN, LA, MA, MD, ME, MI, MN, MS, NC, NH, NJ, NY, OH, PA, RI, SC, TN, TX, UT, VA, VT, WI