Unclaimed
David Hansen is a financial professional with over 35 years of experience in the industry. David is currently registered with Lincoln Investment and has been with the firm since January 2017. David has a broad range of experience, having previously worked with LEGEND EQUITIES CORPORATION and SENTRA SECURITIES CORPORATION. David holds a variety of licenses and certifications, including Series 6, 7, 24, 63, and 65. David is a member of the Church of the Firstborn and the Brownsville City Council, where he serves as a board member and City Councilor, respectively. David is committed to providing his clients with the highest level of service and helping them achieve their financial goals.
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.
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.
1
2
OR
10/24/2017 - Present
Lincoln Investment (Brownsville OR)
OR
11/06/2003 - 01/03/2017
LEGEND EQUITIES CORPORATION (Brownsville OR)
AZ
11/02/1989 - 11/03/2003
SENTRA SECURITIES CORPORATION (PHOENIX AZ)
NJ
02/24/1983 - 03/20/1989
H. C. COPELAND AND ASSOCIATES EQUITIES, INC. (SOMERSET NJ)
IA
Issued 12/28/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/27/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/05/2001
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/27/1998
Series 7 - General Securities Representative Examination
BC
Issued 02/22/1983
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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