Unclaimed
Jessica Lynn Hansen is a financial advisor with LPL Financial LLC. She has been in the financial services industry since 2009 and has a Series 6, 7 and 63 license. Jessica specializes in portfolio management, financial planning, and pension consulting. She is also a registered representative with LPL Financial LLC.
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
CA
01/20/2021 - Present
LPL Financial LLC (ORANGE CA)
CA
02/09/2009 - 01/22/2020
LPL FINANCIAL LLC (NEWPORT BEACH CA)
CA
03/31/2008 - 01/13/2009
LPL FINANCIAL CORPORATION (SANTA ANA CA)
BC
Issued 03/30/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/11/2014
Series 7 - General Securities Representative Examination
BC
Issued 03/28/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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