Hannah Szarszewski (CRD# 6597523) is an Investment Advisor Representative working at Blue Mountain Financial Planning in Melissa, TX and has over 5 years of experience in the finance industry. Hannah Szarszewski has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 5959695
Fisher Investments
CRD# 6678578
J.p. Morgan Securities LLC
CRD# 4234153
Avantax Advisory Services
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Blue Mountain Money Education, LLC | Melissa, TX | Jul 2022 - Current | 1 |
| Blue Mountain Financial Planning, LLC | Melissa, TX | Jun 2021 - Current | 2 |
| Keener Financial Planning | Keller, TX | Jun 2019 - May 2021 | 1 |
| Keener Financial Planning | Keller, TX | Apr 2018 - Jun 2019 | 1 |
| Sabbatical | Allen, TX | Mar 2017 - Mar 2018 | 1 |
| Sfmg Wealth Advisors | Plano, TX | Apr 2016 - Feb 2017 | < 1 |
| Fluent Financial | Dallas, TX | Jan 2016 - Apr 2016 | < 1 |
| Texas Tech University | Lubbock, TX | Aug 2011 - Dec 2015 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Dec 2018 |
- TX
-
Total Assets Under Management3MILLIONS
-
Total Number of Accounts16ACCOUNTS
-
Average Account Value$215,591
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
TX
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