Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gwenn? Claim Your ProfileGwenn Elizabeth Hansen is an investment advisor representative with Associated Investment Services, Inc. Gwenn has been in the industry since October 1, 2007. Gwenn has been registered with Associated Investment Services, Inc. since April 29, 2016 and previously was registered with the firm from April 8, 2002 to November 4, 2010. Gwenn has a Series 7, Series 27, Series 63 and SIE licenses. Gwenn is located in Green Bay, Wisconsin.
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.
Personalized portfolio management to meet individual financial objectives.
Mutual fund wrap
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.
A percentage of the total value of assets under management is charged.
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2
WI
04/29/2016 - Present
Associated Investment Services, Inc. (GREEN BAY WI)
WI
04/08/2002 - 11/04/2010
ASSOCIATED INVESTMENT SERVICES, INC. (GREEN BAY WI)
BC
Issued 06/17/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/29/2016
Series 27 - Financial and Operations Principal Examination
BC
Issued 01/02/2023
SIE - Securities Industry Essentials Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 04/05/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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