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Inactive

Elaine Margaret Hanna

Personalized Financial Solutions LLC

Clearwater, FL

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Current Employers
Personalized Financial Solutions Llc

28163 Us Highway 19 North Suite 205, Clearwater, FL 33761 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2025-02-21
  • FL RA
    APPROVED
    Since 2025-02-21

Branch Locations

28163 Us Highway 19 North Suite 205, Clearwater, FL 33761 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Student Tampa FL 08/2013 08/2017
Woman'S Care Florida Palm Harbor FL 05/2016 05/2017
Raymond James Financial Services, Inc Clearwater FL 06/2017 11/2018
Morgan Stanley Tampa FL 12/2018 04/2019
Raymond James Financial Services, Inc Clearwater FL 04/2019 Present
Hoffman Private Wealth Group Clearwater FL 04/2019 Present
Steward Partners Global Advisory Clearwater FL 04/2019 03/2021
Steward Partners Investment Advisory, Llc Clearwater FL 04/2019 03/2021
Personalized Financial Solutions, Llc Clearwater FL 01/2024 Present
Personalized Financial Solutions Llc Clearwater FL 01/2024 Present
  • 08/2013 → 08/2017
    Student
    Tampa, FL
  • 05/2016 → 05/2017
    Woman'S Care Florida
    Palm Harbor, FL
  • 06/2017 → 11/2018
    Raymond James Financial Services, Inc
    Clearwater, FL
  • 12/2018 → 04/2019
    Morgan Stanley
    Tampa, FL
  • 04/2019 → Present
    Raymond James Financial Services, Inc
    Clearwater, FL
  • 04/2019 → Present
    Hoffman Private Wealth Group
    Clearwater, FL
  • 04/2019 → 03/2021
    Steward Partners Global Advisory
    Clearwater, FL
  • 04/2019 → 03/2021
    Steward Partners Investment Advisory, Llc
    Clearwater, FL
  • 01/2024 → Present
    Personalized Financial Solutions, Llc
    Clearwater, FL
  • 01/2024 → Present
    Personalized Financial Solutions Llc
    Clearwater, FL
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-12-13
  • S65 Uniform Investment Adviser Law Examination
    2024-12-13
Other Names
  • Elaine M Hanna
  • Elaine Hanna

View on SEC IAPD

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Other Investors

HEIDE REBECCA DELUCA
ESTHER LYNN ROPP
PAUL SELF
MICHAEL JAMES BURROWS
ERIK N GOLUB
RAY ALLEN LONG
TODD DANIEL BASLER
JOAN ELISE KREBEL

Other Offices

PFS INVESTMENTS INC. · CLEARWATER, FL
PFS INVESTMENTS INC. · CLEARWATER, FL
PFS INVESTMENTS INC. · CLEARWATER , FL
USA FINANCIAL SECURITIES LLC · Clearwater, FL
BEDINGHAUS FINANCIAL GROUP, INC · CLEARWATER, FL
AMERIPRISE FINANCIAL SERVICES, LLC · Clearwater, FL
EDWARD JONES · CLEARWATER, FL
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · CLEARWATER, FL

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