Hello, I'm
Mary Elizabeth Hanson
Financial Consultant| Investment Adviser | Stock Broker.

My services

I can help you generate consistent profit on your trading portfolio, irrespective of any market condition.

Financial Consulting & Auditing

I provide financial services to clients based on their financial situation. This services connect trust, resilience, and security for enduring success Our ever-changing world creates risk and uncertainty, but it also offers opportunity.

Strategy, Analytics & M&A

We serve as trusted advisers, helping our clients achieve breakthrough value by developing integrated strategies to win in their chosen markets. We architect data driven programmes that transform our clients' businesses.

Financial Planning

This involves looking at a client's entire financial picture and advising them on how to achieve their short- and long-term financial goals.

Investment Advisory

I can help you choose appropriate investments for your needs, manage your portfolio, and provide other guidance related to your investments.

Mary Elizabeth Hanson

is both a Financial advisor and a financial coach helping you avoid financial mistakes that could be detrimental to your financial future

Mary Elizabeth Hanson is a Certified Financial Advisor, professional and Behavioral Financial Advisor™. Mary has helped thousands of people take control of their finances. Her unique values-based approach helps people uncover what’s most important to them and align their finances with their goals to make progress and enjoy life along the way.

Whether she’s working one-on-one with clients, speaking to an audience, managing investments or building financial planning tools , Mary is always pursuing her mission to help people make lasting, meaningful progress on their investments and democratize financial advice.

  • Email : hello@hello@maryelizabethhanson.com
  • Job : Financial Advisor
  • Address : One California Street San Francisco, CA 94111

EXAMINATIONS

SIE - Securities Industry Essentials Examination

General Industry/Products Exam

Oct 1, 2018
Series 79 - Investment Banking Registered Representative Examination

General Industry/Products Exam

Jul 7, 2014
Series 63 - Uniform Securities Agent State Law Examination

State Securities Law Exam

Jul 29, 2014

Work Experience

2022 - Present (1 year)
KEYBANC CAPITAL MARKETS INC. (CRD# 566)
Broker

SCOTIA CAPITAL (USA) INC. (CRD# 2739)
Broker

2014 - 2022 (7 years)

Broker Registrations

Self-Regulatory Organizations(SRO)

Cboe BYX Exchange, Inc.
100%
Cboe BZX Exchange, Inc.
100%
Cboe EDGA Exchange, Inc.
100%
Cboe EDGX Exchange, Inc.
100%
Cboe Exchange, Inc.
100%
FINRA
100%
Investors' Exchange LLC
100%
Nasdaq PHLX LLC
100%
Nasdaq Stock Market
100%
New York Stock Exchange
100%

1251+

Happy Client

15

Award Won

1884

Cup of Coffee

1251

Project Complete

Clients say

" High Quality Services "

My husband and I just started working with Mary for our wealth management planning. Since Day one she has been on the ball about what information she needs and how she can help us have our money work harder for us. She explains everything and has quarterly reviews to make sure we understand what our money is doing for us. Give her a call if you want to make your money grow!

Mary Bissonette
Oppo
" Dexterity "

Mary is great to work with. You can tell she really wants to help you build for your future and listens to your goals to build a custom fit product that best suits your needs. Mary is a friendly caring person who you can trust to help you meet your financial goals.

Tina Meyer
Vivo
" Knowledgeable "

I trust Mary completely. She has a perfect blend of knowledge, compassion, and passion. She had pursued multiple avenues in growing her expertise; she is compassionate with clients and meeting their needs; she is passionate about helping her clients be financially secure and in assisting them with asset protection and growth. I trust her not only with my own needs, but with those of my family and clients as well.

Sharon Murdock
Apple
" Availability "

Mary is bright, charming and resourceful. She's made me feel so much more secure about my financial portfolio and future. I appreciate the personal attention that she shows me and I just trust her. She's an amazing businesswoman.

Jesse Hunt
Samsung
" Quality of service"

Mary is a top notch, internationally recognized investment adviser with excellent and personalized services. Investment returns are admirable when porfits are your focus. Would recommend Mrs. Bell without reservation or qualification.

Andrea Toy
Nokia
" Transparency "

Mary Elizabeth Hanson is the most transparent financial trader I have ever invested with. I am a high net worth investor and Mary gives me more than enough information to make me confident in her investment decisions. She takes her fiduciary responsibility seriously which I have not experienced in the past 20 years of investing with any brand or firms.

Jay Allums
RedMI

Get in touch

I’d love to trade with you!

Background Check

Check the background of Mary Elizabeth Hanson on FINRA'S BROKERCHECK

Address

One California Street
San Francisco, CA 94111