Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Paul? Claim Your ProfilePaul Anthony Hansen is a financial advisor with over 30 years of experience in the industry. Paul is currently registered with &partners, which is based in Nashville, TN. Paul has a broad range of experience and is able to offer a variety of services to clients, including financial planning, portfolio management, and investment advisory services. Paul is also well-versed in a wide range of investment products and can help clients create a customized portfolio to meet their unique needs.
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.
Portfolio manager selection, furnish advice not involving securities, research report services, 1042 portfolio construction
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.
Fees calculated based on the performance of your investments relative to a benchmark.
Trans fee, service charges; 12b-1; money market trls; bdsp
1
2
TN
08/24/2023 - Present
&partners (NASHVILLE TN)
OH
11/22/2005 - 02/28/2022
KEY INVESTMENT SERVICES LLC (BROOKLYN OH)
OH
03/01/2002 - 01/04/2006
MCDONALD INVESTMENTS INC. (CLEVELAND OH)
PA
09/01/2001 - 01/11/2002
FISERV SECURITIES, INC. (PHILADELPHIA PA)
CO
05/11/2001 - 09/01/2001
FISERV CORRESPONDENT SERVICES, INC. (DENVER CO)
OH
08/24/1987 - 04/25/2001
MCDONALD INVESTMENTS INC. (CLEVELAND OH)
NA
04/08/1987 - 09/09/1987
FIRST INVESTORS CORPORATION
BOTH
Issued 01/31/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/23/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/22/2000
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/20/1988
Series 7 - General Securities Representative Examination
BC
Issued 04/07/1987
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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