Hannah Sorensen
Retirement Plan Consultant @Gate City Bank
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WORK HISTORY
Retirement Plan Consultant @Gate City Bank
I serve corporate and small business clients with their retirement plan needs. Learning about each business I work with to discover the unique challenges they face and how to help overcome them is a favorite part of my role. Working with business owners and their decision makers, I serve both new and existing retirement plans, including defining and implementing annual service plans, introducing new features available to them, and coordinating plan changes, as necessary. I also coordinate and monitor workflow between providers to facilitate efficient operations and optimal client service. I hold the following professional licenses: Series 7 and Series 66 held through LPL Financial.Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker/dealer (member FINRA/SIPC). For hyperlinks to FINRA and SIPC, please refer to ‘See Contact Info’ section above. Insurance products are offered through LPL or its licensed affiliates. Gate City Bank and Gate City Investment Services are not registered as a broker/dealer or investment advisor. Registered representatives of LPL offer products and services using the name Gate City Investment Services, and may also be employees of Gate City Bank. These products and services are being offered through LPL or its affiliates, which are separate entities from and not affiliates of Gate City Bank or Gate City Investment Services.• Not Insured by FDIC or Any Other Government Agency• Not Bank Guaranteed• Not Bank Deposits or Obligations• May Lose ValueThird party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.The LPL Financial registered representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
EDUCATION
North Dakota State University
Bachelor of Science
SKILLS
ABOUT HANNAH SORENSEN
My life plan did not include working in financial services. From the third grade until my…
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