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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kimberlee? Claim Your ProfileKimberlee Renae Hansen is an investment advisor representative with Freestone Capital Management, LLC in Seattle, Washington. Kimberlee has been in the industry since 1995 and has experience working with high-net-worth individuals, individuals other than high-net-worth, charitable organizations, pension and profit-sharing plans, corporations or other businesses, and pooled investment vehicles. Previous to working with Freestone Capital Management, LLC, Kimberlee was registered with FREESTONE SECURITIES, LLC, and SALOMON SMITH BARNEY INC.. Kimberlee is registered to provide investment advice in Washington.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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WA
04/25/2008 - Present
Freestone Capital Management, LLC (SEATTLE WA)
WA
07/28/2006 - 01/07/2015
FREESTONE SECURITIES, LLC (SEATTLE WA)
NY
06/20/1995 - 03/05/1999
SALOMON SMITH BARNEY INC. (NEW YORK NY)
BC
Issued 09/25/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/08/1996
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 01/07/2015
SIE - Securities Industry Essentials Examination
BC
Issued 06/19/1995
Series 7 - General Securities Representative Examination
Active
Inactive
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