Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Gilbert Hansen is a financial advisor with over 38 years of experience in the securities industry. James is currently registered with Osaic Wealth, Inc. and holds licenses to provide advisory services in Washington and Texas. James is also registered with the Securities and Exchange Commission (SEC) as an Investment Advisor Representative for Securities America Advisors. Previously, James has worked for KMS Financial Services, Inc. and Travelers Equities Sales, Inc. James offers a range of advisory services including financial planning, pension consulting, educational seminars, selection of other advisors, and portfolio management for businesses and individuals.
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
WA
06/14/2024 - Present
Osaic Wealth, Inc. (LAKE FOREST PARK WA)
WA
11/06/2020 - 06/14/2024
SECURITIES AMERICA, INC. (LAKE FOREST PARK WA)
WA
05/07/1987 - 11/06/2020
KMS FINANCIAL SERVICES, INC. (SEATTLE WA)
NA
03/20/1985 - 08/29/1986
TRAVELERS EQUITIES SALES, INC.
BOTH
Issued 09/04/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/09/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/16/1985
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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