Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kaleen? Claim Your ProfileKaleen Rene Hansen is a financial advisor with over 20 years of experience in the industry. Kaleen is a Registered Representative and Investment Advisor Representative associated with SPC. Kaleen is also an independent contractor for Anderson Insurance where she sells various insurance products. Kaleen has held licenses in several states. SPC provides financial planning services and portfolio management services to individual clients, businesses and institutions.
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.
Consultation 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.
A percentage of the total value of assets under management is charged.
Seminar attendance fees
1
2
MT
03/05/2003 - Present
SPC (GREAT FALLS MT)
OK
02/18/1999 - 04/20/2001
AMERICAN INVESTMENT SERVICES, INC. (OKLAHOMA CITY OK)
GA
04/22/1998 - 03/09/1999
WMA SECURITIES, INC. (DULUTH GA)
IA
Issued 08/24/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/07/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2001
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/17/1999
Series 7 - General Securities Representative Examination
BC
Issued 04/21/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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