Unclaimed
Bradley Hansen is a registered investment advisor with over 30 years of experience in the financial services industry. Bradley is currently affiliated with D.A. Davidson & Co. and has held previous positions with Piper Jaffray Inc. and Fidelity Brokerage Services, Inc. Bradley holds several licenses including Series 6, 7, 63, and 65, as well as the Securities Industry Essentials (SIE) exam.
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.
1
2
UT
03/10/1998 - Present
D.a. Davidson & Co. (SALT LAKE CITY UT)
MN
02/16/1988 - 10/17/1997
PIPER JAFFRAY INC. (MINNEAPOLIS MN)
NA
05/18/1987 - 03/10/1988
FIDELITY BROKERAGE SERVICES, INC.
IA
Issued 05/21/1993
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/17/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/21/1987
Series 7 - General Securities Representative Examination
BC
Issued 05/15/1987
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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