Unclaimed
Andrew Hansen is a financial advisor with over 10 years of experience in the industry. Andrew is a Registered Representative with AE Wealth Management, LLC. Andrew has held various positions in the financial services industry, including working with other firms like Brokers International Financial Services, LLC. and USA Financial Securities Corporation. Andrew currently holds a Series 66 license, a Uniform Combined State Law Examination, and a Series 7, General Securities Representative Examination. Andrew specializes in providing investment advice and financial planning to individuals, families, and businesses. He is committed to helping clients achieve their financial goals and is passionate about providing personalized and comprehensive financial solutions.
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.
A percentage of the total value of assets under management is charged.
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2
CA
01/18/2019 - Present
AE Wealth Management, LLC (Palm Springs CA)
CA
07/09/2013 - 02/13/2014
BROKERS INTERNATIONAL FINANCIAL SERVICES, LLC. (PALM SPRINGS CA)
CA
06/19/2009 - 07/10/2013
USA FINANCIAL SECURITIES CORPORATION (PALM SPRINGS CA)
CA
03/02/2007 - 02/26/2008
M.L. STERN & CO., LLC. (CARMEL CA)
BOTH
Issued 03/19/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/01/2007
Series 7 - General Securities Representative Examination
Active
Inactive
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