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 Planmember Securities Corp. Mark has been in the financial industry since 1999 and has experience with a variety of firms including E*TRADE Securities LLC, Merrill Lynch, Pierce, Fenner & Smith Incorporated, and Morgan Stanley. Mark is registered with FINRA as a registered representative and investment advisor representative. Mark also holds a number of professional designations, including the Series 7, Series 63, Series 52, Series 53, Series 65, and Series 10. Planmember Securities Corp. provides investment supervisory services, financial planning, pension consulting, educational seminars, selection of other advisers, 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.
Provides investment supervisory 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.
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CA
09/04/2024 - Present
Planmember Securities Corp. (CARPINTERIA CA)
CA
04/30/2024 - 09/04/2024
IMST DISTRIBUTORS, LLC (LOS ANGELES CA)
CA
02/18/2022 - 01/26/2024
MORGAN STANLEY (La Jolla CA)
CA
05/05/2017 - 09/05/2023
E*TRADE SECURITIES LLC (La Jolla CA)
CA
10/28/2016 - 04/18/2017
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (SAN DIEGO CA)
CA
07/07/2006 - 09/09/2016
E*TRADE SECURITIES LLC (SAN DIEGO CA)
CA
10/16/2003 - 07/05/2006
TD AMERITRADE, INC. (SAN DIEGO CA)
TX
07/26/2002 - 10/15/2003
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
MI
02/24/1999 - 07/08/2002
H&R BLOCK FINANCIAL ADVISORS, INC. (DETROIT MI)
IA
Issued 07/23/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/26/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/16/2012
Series 53 - Municipal Securities Principal Examination
BC
Issued 10/06/2004
Series 4 - Registered Options Principal Examination
BC
Issued 01/31/2002
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 11/26/2001
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/03/1999
Series 7 - General Securities Representative Examination
BC
Issued 02/16/1999
Series 52 - Municipal Securities Representative Examination
Active
Inactive
F
FINRA
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