Unclaimed
Liane Ingrid Hansen is a financial advisor with Fidelity Personal And Workplace Advisors. Liane has been in the industry since 1995. Prior to joining Fidelity, Liane worked at Truist Investment Services, Inc., BB&T Securities, LLC, and BB&T Investment Services, Inc. Liane is registered with the state of Florida and Texas as an investment advisor representative. Liane also holds Series 6, 7, 9, 10, 63 and 66 licenses.
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.
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.
1
2
FL
02/02/2022 - Present
Fidelity Personal AND Workplace Advisors (TAMPA FL)
FL
02/17/2021 - 11/18/2021
TRUIST INVESTMENT SERVICES, INC. (HUDSON FL)
VA
01/02/2018 - 02/17/2021
BB&T SECURITIES, LLC (RICHMOND VA)
FL
04/13/2010 - 01/02/2018
BB&T INVESTMENT SERVICES, INC. (CLEARWATER FL)
KY
11/13/2009 - 03/31/2010
PNC INVESTMENTS (LONDON KY)
KY
12/01/2008 - 11/13/2009
NATCITY INVESTMENTS, INC. (LONDON KY)
FL
06/19/1995 - 10/28/2008
FIDELITY BROKERAGE SERVICES LLC (TAMPA FL)
BOTH
Issued 04/11/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/23/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/24/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/06/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/26/1997
Series 7 - General Securities Representative Examination
BC
Issued 06/16/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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