Elaine Hanna has been an investment adviser representative at Personalized Financial Solutions since February 2025, and is not listed among the firm’s executive officers or direct owners.
Personalized Financial Solutions LLC is a Clearwater, FL firm with $143M under management, 144 clients and 2 advisers in one office, as of its September 2026 filing.
- – present · 1 yearClearwater, FL · Adviser representative · Firm CRD 306475
Investment adviser representative registrations
Elaine Hanna is registered as an investment adviser representative in Florida, since February 2025.
- FloridaSince 21 February 2025
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 13 December 2024 |
| Series 7TO | General Securities Representative Examination | 29 March 2023 |
| SIE | Securities Industry Essentials Examination | 19 May 2019 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- General Securities Representative Examination
- Name
- Securities Industry Essentials Examination
- Full name
- Elaine Margaret Hanna
- CRD
- 6804478
- Firm
- Personalized Financial Solutions · CRD 306475
- Office
- 28163 US HIGHWAY 19 NORTH, SUITE 205, Clearwater, FL 33761
- Registration
- Investment adviser registration
- In the industry since
- October 2023
- Disciplinary history
- Not yet shown here · SEC record
Where does Elaine Hanna work?
Elaine Hanna is an investment adviser representative registered through Personalized Financial Solutions LLC since February 2025, and is not listed among the firm’s executive officers or direct owners.
Is Elaine Hanna a financial advisor?
Yes. Elaine Hanna has a current investment-adviser registration in Florida, through Personalized Financial Solutions since February 2025.
How many years of experience does Elaine Hanna have?
Elaine Hanna has 3 years in the financial industry, since October 2023, across 1 adviser firm.
What exams has Elaine Hanna passed?
Elaine Hanna has passed 3 licensing exams: the SIE, Series 7TO and Series 65. The earliest, the SIE, was passed in May 2019.
Where is Elaine Hanna based?
Elaine Hanna’s registered office is in Clearwater, FL.
Is Elaine Hanna registered with FINRA?
No. Elaine Hanna has no current broker registration.
How can I verify Elaine Hanna’s record?
Search CRD 6804478 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Elaine Hanna’s full registration record.