Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Anna? Claim Your ProfileAnna Meiners Hansen is an investment advisor representative with Prospera Financial Services, Inc., based in Bend, OR. Anna has been in the industry since January 2014 and has experience with Ek Riley Investments, LLC and LPL Financial LLC. Anna holds licenses for Series 66, Series 7 and SIE exams. Her experience includes serving high-net-worth individuals, individuals, trusts, pension and profit sharing plans, charitable organizations, corporations or other businesses, and pooled investment vehicles. Anna specializes in offering services such as financial planning, pension consulting, portfolio management for businesses, and portfolio management for individuals.
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.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
Percentage of assets under review
1
2
OR
04/13/2021 - Present
Prospera Financial Services, Inc. (Bend OR)
OR
10/01/2020 - 04/22/2021
LPL FINANCIAL LLC (BEND OR)
OR
01/13/2014 - 11/06/2020
EK RILEY INVESTMENTS, LLC (Bend OR)
BOTH
Issued 10/30/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/13/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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