Unclaimed
Marijean Hansen is a financial advisor with LPL Financial LLC in San Antonio, Texas. Marijean has been working in the financial services industry since 1982 and has a strong track record of success. Marijean is a CERTIFIED FINANCIAL PLANNER™ professional and holds a variety of licenses and registrations, including Series 7, Series 6, Series 22, Series 63, and Series 65. Marijean has also previously worked at WADDELL & REED, WELLS FARGO ADVISORS, LLC, and CITIGROUP GLOBAL MARKETS INC. Marijean is committed to providing her clients with personalized financial advice and guidance.
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.
Consulting and other non-discretionary advisory 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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
TX
07/21/2021 - Present
LPL Financial LLC (SAN ANTONIO TX)
TX
07/15/2011 - 07/21/2021
WADDELL & REED (SAN ANTONIO TX)
TX
10/11/2004 - 07/18/2011
WELLS FARGO ADVISORS, LLC (AUSTIN TX)
NY
06/11/1996 - 10/22/2004
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
KS
06/21/1982 - 05/30/1996
WADDELL & REED, INC. (OVERLAND PARK KS)
IA
Issued 07/01/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/13/1982
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/27/1994
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/17/1984
Series 7 - General Securities Representative Examination
BC
Issued 12/03/1982
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 06/16/1982
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Marijean Hansen is the right advisor for you? Invested Better is here to help.