Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Robert Hanson is a financial advisor with Next Financial Group, Inc. James has been in the financial industry since 2009 and is registered with both the Securities and Exchange Commission and the state of New York. James offers a variety of financial services, including financial planning, portfolio management, and insurance products. James has earned the Series 7, Series 63, and Series 66 licenses. James is also the owner of RetireWell-USA, an investment advisory firm that sells securities and insurance.
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.
Seminar/workshop attendance fees
1
2
NY
05/10/2021 - Present
Next Financial Group, Inc. (WAPPINGER FALLS NY)
NY
09/21/2011 - 10/31/2014
METLIFE SECURITIES INC. (ELMSFORD NY)
NY
02/13/2009 - 09/29/2011
DAVID LERNER ASSOCIATES, INC. (WHITE PLAINS NY)
BOTH
Issued 01/23/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/03/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/12/2009
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure James Hanson is the right advisor for you? Invested Better is here to help.
