Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Karen? Claim Your ProfileKaren Ann Hansen is a financial advisor with over 20 years of experience in the industry. Karen is currently registered with Next Financial Group, Inc. and has previously worked with Workman Securities Corporation, Symetra Investment Services, Inc., and United Heritage Financial Services, Inc. Karen holds the Series 6, Series 63 and SIE licenses. Karen Ann Hansen specializes in providing financial planning and investment advice to individuals, businesses, corporations, charitable organizations and pension and profit-sharing plans. Karen Ann Hansen's areas of expertise include portfolio management, investment management, and educational seminars.
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
WA
06/25/2009 - Present
Next Financial Group, Inc. (FEDERAL WAY WA)
WA
09/12/2006 - 06/19/2009
WORKMAN SECURITIES CORPORATION (FEDERAL WAY WA)
WA
06/30/2004 - 09/15/2006
SYMETRA INVESTMENT SERVICES, INC. (UNIVERSITY PLACE WA)
MN
06/20/2003 - 06/29/2004
WORKMAN SECURITIES CORPORATION (EDEN PRAIRIE MN)
ID
01/07/2003 - 07/11/2003
UNITED HERITAGE FINANCIAL SERVICES, INC. (MERIDIAN ID)
BC
Issued 02/10/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/06/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Karen Hansen is the right advisor for you? Invested Better is here to help.
