Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michelle? Claim Your ProfileMichelle Susanne Hansen is a financial advisor with over 20 years of experience in the industry. Michelle currently works for Osaic Wealth, Inc., a firm with over 43,000 clients. Prior to joining Osaic Wealth, Inc., Michelle was a registered representative with Triad Advisors LLC. Michelle has passed the Series 6, Series 7, and Series 24 exams and holds the SIE designation. Michelle has a broad range of experience and specializes in providing financial planning, pension consulting, and portfolio management services to individual clients, businesses, and pension and profit-sharing plans.
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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AZ
05/13/2019 - Present
Osaic Wealth, Inc. (SCOTTSDALE AZ)
GA
04/12/2021 - 08/23/2024
TRIAD ADVISORS LLC (ATLANTA GA)
NE
04/12/2021 - 06/14/2024
SECURITIES AMERICA, INC. (LAVISTA NE)
MN
05/13/2019 - 01/19/2024
WOODBURY FINANCIAL SERVICES, INC. (OAKDALE MN)
GA
05/13/2019 - 11/03/2023
FSC SECURITIES CORPORATION (ATLANTA GA)
AZ
05/13/2019 - 09/01/2023
SAGEPOINT FINANCIAL, INC. (SCOTTSDALE AZ)
KS
09/08/2011 - 05/10/2019
IVY DISTRIBUTORS, INC. (OVERLAND PARK KS)
KS
02/23/2007 - 05/10/2019
WADDELL & REED (OVERLAND PARK KS)
MO
05/20/1997 - 05/14/2002
DST SECURITIES, INC. (KANSAS CITY MO)
BC
Issued 04/05/2007
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/21/2007
Series 7 - General Securities Representative Examination
BC
Issued 05/19/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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