Unclaimed
Brad Hansen is a financial advisor with LPL Financial LLC. Brad has been in the financial services industry since February 24, 2007. Brad has a Series 7 and a Series 66 license. Brad is registered in the states of Florida, Michigan, New York, North Carolina, Ohio, and Pennsylvania. Brad's previous employers include CHASE INVESTMENT SERVICES CORP. and UBS FINANCIAL SERVICES INC. Brad is a member of Southern Cross Wealth Management, LLC.
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.
Consulting and other non-discretionary advisory services
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.
1
2
OH
01/20/2010 - Present
LPL Financial LLC (SALEM OH)
OH
03/27/2008 - 01/04/2010
CHASE INVESTMENT SERVICES CORP. (POLAND OH)
OH
06/30/2006 - 08/14/2007
UBS FINANCIAL SERVICES INC. (CANFIELD OH)
BOTH
Issued 07/20/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/29/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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