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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Eric? Claim Your ProfileEric Blair Hansen is a financial advisor at Osaic Wealth, Inc. with over 15 years of experience in the financial services industry. Eric holds the Series 7, Series 24, and Series 66 securities licenses and is also a Certified Financial Planner. In addition to his role at Osaic Wealth, Eric is also the owner of Hansen Wealth Management, Inc. where he provides advisory services to clients. Eric is passionate about helping clients achieve their financial goals and is committed to providing personalized service.
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.
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2
CA
06/14/2024 - Present
Osaic Wealth, Inc. (San Jose CA)
CA
11/06/2020 - 06/14/2024
SECURITIES AMERICA, INC. (San Jose CA)
CA
10/18/2017 - 11/06/2020
KMS FINANCIAL SERVICES, INC. (San Jose CA)
CA
05/16/2011 - 10/25/2017
NATIONAL PLANNING CORPORATION (SAN JOSE CA)
NC
08/16/2010 - 04/12/2011
UVEST FINANCIAL SERVICES GROUP, INC. (CHARLOTTE NC)
CA
01/13/2010 - 04/12/2011
LPL FINANCIAL LLC (SAN DIEGO CA)
CA
11/18/2008 - 05/13/2009
FIRST ALLIED SECURITIES, INC. (SAN DIEGO CA)
CA
09/27/2006 - 07/05/2007
COMMONWEALTH FINANCIAL NETWORK (SAN DIEGO CA)
BOTH
Issued 11/8/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 3/15/2007
Series 24 - General Securities Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 9/26/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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