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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Geoffrey? Claim Your ProfileGeoffrey Hansen is a financial advisor with over 25 years of experience in the industry. He currently works with Newedge Advisors and has been with the firm since 2018. Geoffrey's previous experience includes working with Investment Centers of America, Inc., U.S. Growth Investments, Inc., and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Geoffrey is a registered representative with FINRA and has a Series 7 and Series 66 license. He provides financial planning, portfolio management, and investment advisory services to individuals, families, and businesses.
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.
A percentage of the total value of assets under management is charged.
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2
MN
02/20/2018 - Present
Newedge Advisors (Chaska MN)
MN
08/22/2001 - 11/29/2017
INVESTMENT CENTERS OF AMERICA, INC. (CHASKA MN)
MN
05/28/1997 - 07/23/2001
U.S. GROWTH INVESTMENTS, INC. (MINNETONKA MN)
NY
12/13/1996 - 05/16/1997
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BOTH
Issued 03/21/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/07/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/12/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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