Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Cheree? Claim Your ProfileCheree D. Hansen is an investment advisor representative with Oppenheimer & Co. Inc. She has been in the industry since 1993. Cheree D. Hansen holds Series 3, 6, 7, 9, 10, 63 and 65 licenses. She is registered with the state of Washington as an investment advisor representative and is also registered in Arizona, Arkansas, California, Colorado, Florida, Georgia, Idaho, Illinois, Iowa, Louisiana, Michigan, Nebraska, Nevada, New Mexico, New York, Oregon, Pennsylvania, South Dakota, Texas, Utah, and Wyoming. Cheree D. Hansen previously worked at Morgan Stanley and Morgan Stanley & Co. Incorporated. Cheree D. Hansen is an active representative of Oppenheimer & Co. Inc. and is available to discuss your financial needs.
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 9/28/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 6/30/2000
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 6/1/2000
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 8/13/2002
Series 3 - National Commodity Futures Examination
BC
Issued 10/27/1995
Series 7 - General Securities Representative Examination
BC
Issued 9/23/1993
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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