James T. Hanlon

James T. Hanlon [ChFEBC℠]

1514 Lincoln Way, Suites 303-304
White Oak, PA 15131

Original Certification Date: 9/14/2006

Organization: James T. Hanlon Investment & Retirement Services

Broker Dealer: Voya Financial Advisors

Phone: 412-346-0291
Fax: 412-346-0293

Email: jim@jthanloninvest-retire.com

Website: www.jthanloninvest-retire.com

States Currently Licensed: PA, AZ, CT, FL, IL, MD, WV

CRD #: 4505610

Primary Investment Companies: Voya Wealth Portfolios, SEI Managed Accounts, American Funds, Principal Funds, John Hancock Funds, Voya Select Advantage Funds

Primary Insurance Companies: Jackson National, Transamerica, Prudential, Protective Life, John Hancock

Services: Specialize in helping clients prepare for retirement with a particular emphasis on tax-efficient strategies

Additional Information: Investment Advisor Representative; Executive Certificate in Financial Planning from Duquesne University