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Gregory Raymond Hansen

Charles Schwab & CO., Inc.

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About Gregory Raymond Hansen

Gregory Hansen is a financial advisor who has been in the industry since 2010. Gregory currently works at Charles Schwab & CO., Inc. in Dickson City, PA. Gregory has previously worked at Empower Financial Services, Inc., TD Ameritrade, Inc., and Scottrade, Inc. Gregory holds a Series 7, Series 7TO, Series 63, and Series 66. Gregory is registered in 24 states and is currently registered with FINRA and the state of Pennsylvania. Gregory offers financial planning, portfolio management for individuals and selection of other advisors as advisory services.

Firm Information

Gregory Hansen is currently registered with Charles Schwab & CO., Inc.. Charles Schwab & CO., Inc. is a Corporation formed in April 1971, headquartered in San Francisco, California. The firm offers a range of advisory services including financial planning, selection of other advisors, and wrap fee programs. They have a broad client base including individuals, corporations, and other institutions. The firm manages over $50 billion in assets and operates in all 50 states and territories.
Charles Schwab & CO., Inc.

211 MAIN STREET

SAN FRANCISCO, CA 94105

Not reported

Assets Under Management

919,128

Total Clients

10,627

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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wrap fee program sponsor and financial planning advisor referral program

Wrap fee program sponsor and financial planning advisor referral program

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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other

Asset based fees for wrap pgrms & subsc pricing for fin planning

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Gregory Hansen’s Registration & Firm History

PA

06/09/2023 - Present

Charles Schwab & CO., Inc. (Dickson City PA)

CO

01/03/2023 - 05/12/2023

EMPOWER FINANCIAL SERVICES, INC. (GREENWOOD VILLAGE CO)

PA

02/26/2018 - 01/11/2021

TD AMERITRADE, INC. (MOOSIC PA)

PA

03/26/2010 - 02/26/2018

SCOTTRADE, INC. (MOOSIC PA)

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Licenses & Designations

BOTH

Issued 06/07/2023

Series 66 - Uniform Combined State Law Examination

BC

Issued 04/22/2010

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 09/08/2022

Series 7TO - General Securities Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/25/2010

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

Nasdaq Stock Market

Disclosures

There are no public disclosures for Gregory Raymond Hansen.
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