Unclaimed
Mitchell Hansen is a financial advisor currently registered with Cetera Investment Advisers LLC and has been in the industry since June 18, 2019. Mitchell holds Series 63, Series 7TO and SIE licenses. Mitchell is registered in 17 states including New York, California, Colorado, Connecticut, Florida, Georgia, Maryland, Massachusetts, New Jersey, North Carolina, South Carolina, South Dakota, Texas, Vermont, and Virginia. Mitchell also holds registrations in New York and Texas as an Investment Advisor Representative (IAR). Mitchell has previously worked at Foresters Financial Services, Inc. and has experience working at a variety of companies including Dunkin Donuts, Jim's Quality Home Improvements and Repairs, and the Commission on Independent Colleges and Universities.
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
NY
01/24/2023 - Present
Cetera Investment Advisers LLC (Latham NY)
NY
06/19/2019 - 06/21/2019
FORESTERS FINANCIAL SERVICES, INC. (LATHAM NY)
BC
Issued 8/12/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 6/19/2019
Series 7TO - General Securities Representative Examination
BC
Issued 12/20/2018
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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