Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Wayne Hansen is a financial advisor registered with LPL Financial LLC. Jeffrey has been in the financial services industry since 1992. Jeffrey is registered in 7 states: Arizona, Florida, Georgia, Illinois, Michigan, Pennsylvania. Jeffrey also has a Series 6, Series 7 and SIE licenses. Jeffrey is based in OKEMOS, MI.
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.
Consulting and other non-discretionary advisory services
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
MI
08/21/2023 - Present
LPL Financial LLC (OKEMOS MI)
MI
09/28/2009 - 08/21/2023
SIGMA FINANCIAL CORPORATION (OKEMOS MI)
MI
09/19/2008 - 09/28/2009
FSC SECURITIES CORPORATION (HOWELL MI)
MI
09/09/2004 - 09/19/2008
SIGMA FINANCIAL CORPORATION (HOWELL MI)
CO
01/01/2004 - 09/08/2004
MULTI-FINANCIAL SECURITIES CORPORATION (GREENWOOD VILLAGE CO)
OH
11/04/1998 - 01/01/2004
VESTAX SECURITIES CORPORATION (HUDSON OH)
IL
03/05/1997 - 11/05/1998
FIRST CHICAGO NBD INVESTMENT SERVICES, INC. (CHICAGO IL)
MI
10/04/1995 - 02/26/1997
INDEPENDENCE ONE BROKERAGE SERVICES, INC. (FARMINGTON HILLS MI)
MN
07/21/1992 - 09/12/1995
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
07/21/1992 - 09/12/1995
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
MI
07/21/1992 - 09/21/1992
CENTENNIAL FINANCIAL SERVICES, INC. (LANSING MI)
BC
Issued 08/03/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/27/1992
Series 7 - General Securities Representative Examination
BC
Issued 03/25/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Jeffrey Hansen is the right advisor for you? Invested Better is here to help.
