Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mark? Claim Your ProfileMark Hansen is a financial advisor at Osaic Wealth, Inc., based in San Jose, California. Mark has been in the financial industry since 2015, and has held previous roles with Securities America, Inc., KMS Financial Services, Inc., National Planning Corporation and First Command Financial Planning, Inc. Mark is licensed in California and holds the Series 6, 7, 63, 65 and SIE licenses. Mark offers financial planning, portfolio management for businesses and individuals, pension consulting 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.
1
2
CA
06/14/2024 - Present
Osaic Wealth, Inc. (San Jose CA)
CA
11/06/2020 - 06/14/2024
SECURITIES AMERICA, INC. (San Jose CA)
CA
10/18/2017 - 11/06/2020
KMS FINANCIAL SERVICES, INC. (San Jose CA)
CA
10/22/2015 - 10/25/2017
NATIONAL PLANNING CORPORATION (SAN JOSE CA)
CA
01/09/2015 - 08/05/2015
FIRST COMMAND FINANCIAL PLANNING, INC. (SAN DIEGO CA)
IA
Issued 02/16/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/27/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/02/2015
Series 7 - General Securities Representative Examination
BC
Issued 01/09/2015
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Mark Hansen is the right advisor for you? Invested Better is here to help.
