Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kevin? Claim Your ProfileKevin James Hansen is a financial advisor in LAKE FOREST PARK, WA with 17 years of experience in the financial services industry. Kevin is registered with Osaic Wealth, Inc. and Securities America, Inc. Kevin has a total of 19 state licenses, including Texas and Washington. Kevin has passed the SIE, Series 7 and Series 66 exams. The firm provides a variety of financial services, including financial planning, pension consulting, educational seminars, selection of other advisors, portfolio management for businesses, and portfolio management for individuals.
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.
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2
WA
06/14/2024 - Present
Osaic Wealth, Inc. (LAKE FOREST PARK WA)
WA
11/06/2020 - 06/14/2024
SECURITIES AMERICA, INC. (LAKE FOREST PARK WA)
WA
11/04/2008 - 11/06/2020
KMS FINANCIAL SERVICES, INC. (SEATTLE WA)
CA
09/22/2006 - 05/30/2008
SCOTTRADE, INC. (VALENCIA CA)
BOTH
Issued 12/02/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/12/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/21/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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