Unclaimed
Acen Hansen is a financial advisor at Legacy Wealth Management, LLC, based in Boise, ID. Acen has been in the financial services industry since 2016. Acen has a Series 6, Series 63, and Series 65 license and is also qualified to provide securities industry essentials (SIE) advice. Acen has experience working with high-net-worth individuals and pension plans.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Advisory consulting
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
ID
06/13/2017 - Present
Legacy Wealth Management, LLC (Boise ID)
ID
05/22/2017 - 06/08/2017
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (NAMPA ID)
IA
Issued 06/13/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/15/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/08/2017
SIE - Securities Industry Essentials Examination
BC
Issued 05/22/2017
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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