Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Cheree? Claim Your ProfileCheree Hansen is a financial advisor with Oppenheimer & Co. Inc., based in Seattle, Washington. Cheree has over 30 years of experience in the financial industry and holds a variety of licenses and certifications, including Series 3, 6, 7, 9, 10, 63, and 65. Cheree has previously worked at Morgan Stanley and Fidelity Brokerage Services, Inc. Cheree is committed to providing personalized financial advice and helping her clients reach their financial goals. Cheree Hansen is registered to provide investment advice and securities related services in Arizona, Arkansas, California, Colorado, Florida, Georgia, Idaho, Illinois, Iowa, Louisiana, Michigan, Nebraska, Nevada, New Mexico, New York, Oregon, Pennsylvania, South Dakota, Texas, Utah, Washington, and Wyoming.
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.
1
2
WA
09/26/2017 - Present
Oppenheimer & Co. Inc. (SEATTLE WA)
UT
06/01/2009 - 09/26/2017
MORGAN STANLEY (SALT LAKE CITY UT)
UT
04/02/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (SALT LAKE CITY UT)
UT
09/11/1996 - 04/02/2007
MORGAN STANLEY DW INC. (SALT LAKE CITY UT)
RI
09/24/1993 - 08/14/1996
FIDELITY BROKERAGE SERVICES, INC. (SMITHFIELD RI)
IA
Issued 12/11/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/28/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/30/2000
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 06/01/2000
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/13/2002
Series 3 - National Commodity Futures Examination
BC
Issued 10/27/1995
Series 7 - General Securities Representative Examination
BC
Issued 09/23/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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