Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mark? Claim Your ProfileMark Douglas Hansen is a financial advisor in San Jose, California. Mark has been in the industry for over 9 years. He is currently registered with Osaic Wealth, Inc. and has previously worked with Securities America, Inc., KMS Financial Services, Inc., National Planning Corporation and First Command Financial Planning, Inc. Mark holds the Series 6, 7, 63 and 65 licenses as well as the SIE designation. He is also a registered investment advisor representative. Mark specializes in financial planning, portfolio management, and pension consulting. Mark has a strong commitment to providing personalized service and helping his clients achieve their financial goals.
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.
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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 2/16/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 1/27/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/2/2015
Series 7 - General Securities Representative Examination
BC
Issued 1/9/2015
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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