Unclaimed
Andrew James Hanson is a financial advisor who has been in the industry since 2006. Andrew has a Series 66, Series 31, Series 7 and SIE licenses. Andrew is registered with UBS Financial Services Inc. in Pennsylvania and Texas, and is registered with the state of Pennsylvania as an Investment Advisor Representative. Andrew holds a Bachelor of Science degree in Finance from Indiana University. Andrew has been a registered representative with UBS since 2004. Andrew specializes in providing financial advice to individuals and families. Andrew is passionate about helping clients reach their financial goals. Andrew is also committed to giving back to the community, and he is a volunteer at the local YMCA.
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.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
See schedule d - miscellaneous
1
2
PA
03/23/2015 - Present
UBS Financial Services Inc. (CANONSBURG PA)
BOTH
Issued 05/12/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/13/2009
Series 31 - Futures Managed Funds Examination
BC
Issued 01/06/2006
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Andrew Hanson is the right advisor for you? Invested Better is here to help.