Unclaimed
Angelina Hansen is a financial advisor with Cambridge Investment Research Advisors, Inc. Angelina has been a registered representative for 4 years. She is registered in California, Connecticut, Maryland, Nevada, New York, North Carolina, Ohio and Oregon. She is also a Certified Financial Planner. Angelina has experience providing financial planning services to high-net-worth individuals, businesses, and pension and profit-sharing plans. She is also a registered representative of Cambridge Investment Research Advisors, Inc. and is active with the Protected Investors of America (PIA).
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.
Solicitation fees from 3rd party money managers
1
2
CA
05/03/2021 - Present
Cambridge Investment Research Advisors, Inc. (Santa Rosa CA)
BOTH
Issued 10/22/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/02/2020
Series 7TO - General Securities Representative Examination
BC
Issued 02/27/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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