Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Blair? Claim Your ProfileBlair Hansen has been a financial professional for over 40 years, with a focus on providing individual investors, families, and businesses with financial planning, portfolio management and retirement planning services. Blair is registered to offer investment advice and securities services in 27 states. Blair works with a variety of client types, including high-net-worth individuals, charitable organizations, businesses, and pension plans. Blair currently works with Osaic Wealth, Inc., a large national RIA headquartered in Scottsdale, Arizona.
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
06/14/2024 - Present
Osaic Wealth, Inc. (San Jose CA)
CA
11/06/2020 - 06/14/2024
SECURITIES AMERICA, INC. (San Jose CA)
CA
10/18/2017 - 11/06/2020
KMS FINANCIAL SERVICES, INC. (San Jose CA)
CA
02/11/2000 - 10/25/2017
NATIONAL PLANNING CORPORATION (SAN JOSE CA)
MA
11/19/1990 - 02/11/2000
ASSOCIATED SECURITIES CORP. (BOSTON MA)
CA
07/26/1985 - 12/05/1990
SUTRO & CO. INCORPORATED (SAN FRANCISCO CA)
NA
11/27/1981 - 08/07/1985
KIDDER, PEABODY & CO. INCORPORATED
IA
Issued 02/28/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/27/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 12/22/1989
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/21/1981
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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