Hannah Rene Pendleton
Professional Summary
Hannah Rene Pendleton, who also goes by Hannah Rene Gershenson, is a registered financial advisor currently at CP INVESTMENTS, LLC located in Dallas, Texas. Hannah is registered as a RR (Registered Representative) and started their career in finance in 2017. Hannah has worked at 2 firms and has passed the Series 7TO, Series 99TO, SIE and Series 7 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Hannah Rene Pendleton, Hannah Rene Gershenson
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Videos & Posts
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Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
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Disclosures on record.
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities. Check for any disclosures as part of your thorough research when choosing an advisor.
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Years of Experience
9 years registered in the securities industry
Current & Past Employments
Current
Past
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Current Firm
CANYON PARTNERS INCORPORATED | RATHGAR SECURITIES INC. | CP INVESTMENTS, LLC | CP INVESTMENTS INCORPORATED | COLDWATER SECURITIES INCORPORATED
Contact Information
Main Address
2000 Avenue Of The Stars 11th Floor, Los Angeles, CA 90067-4700Mailing Address
2000 Avenue Of The Stars 11th Floor, Los Angeles, CA 90067-4700Phone Number
(310) 272-1000Established
California since 01/30/1989Firm Type
Limited Liability CompanyFiscal Year End
DecemberFirm Size
SmallFINRA licenses (51 States and Territories)
Registered to provide investment advisory services in 0 US states and territories.
Direct owners and executive officers
Disclosures
Regulatory Event
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.
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State Registrations and Notice Filings
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
SRO Registrations
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CRS (Client Relationship Summary) - BD
Click below to view Hannah Rene Pendleton's CRS (Customer Relationship Summary).
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