Unclaimed
Hans Carmichael Homan is a financial professional registered with Stifel, Nicolaus & Company, Inc. Hans has been in the industry since 2007. Hans is a Series 7 and Series 63 licensed representative and holds the SIE designation. Hans has a strong background in providing financial advice and specializes in various areas including securities, mutual funds, variable annuities, fixed annuities, and life insurance. Hans currently works out of the Irvine, CA office. Hans was previously registered with FINANCE 500, INC.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
CA
08/16/2024 - Present
Stifel, Nicolaus & Company, Inc. (Irvine CA)
CA
10/11/2007 - 08/19/2024
FINANCE 500, INC. (IRVINE CA)
BC
Issued 06/09/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/10/2007
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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