Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Paul? Claim Your ProfilePaul Hansen is a financial advisor with over 30 years of experience in the financial services industry. Paul has been registered with Morgan Stanley since June 2009 and is currently registered to provide investment advice in California, New Jersey, New York and Texas. Prior to joining Morgan Stanley, Paul held positions at Citigroup Global Markets Inc., CitiCorp Investment Services, American Express Financial Advisors Inc. and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Paul is also a licensed instructor and holds FINRA Series 31, 7 and 6 licenses. Paul is dedicated to providing comprehensive financial planning and investment advice to a range of clients, including individuals, families, businesses and institutions.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
See schedule d miscellaneous
1
2
CA
12/06/2023 - Present
Morgan Stanley (SANTA ANA CA)
NY
05/29/2007 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
NY
11/24/2006 - 05/29/2007
CITICORP INVESTMENT SERVICES (CEDARHURST NY)
NJ
03/28/2001 - 11/24/2006
CITIGROUP GLOBAL MARKETS INC. (RIDGEWOOD NJ)
MN
06/09/2000 - 11/21/2000
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
NY
11/06/1997 - 06/02/2000
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
RI
01/01/1992 - 10/01/1997
FIDELITY BROKERAGE SERVICES, INC. (SMITHFIELD RI)
NY
01/29/1990 - 12/31/1990
NATHAN & LEWIS SECURITIES, INC. (NEW YORK NY)
NY
04/03/1989 - 01/24/1990
SHEARSON LEHMAN HUTTON INC. (NEW YORK NY)
MN
07/21/1982 - 04/08/1989
LUTHERAN BROTHERHOOD SECURITIES CORP. (MINNEAPOLIS MN)
IA
Issued 07/14/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/10/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/12/2004
Series 31 - Futures Managed Funds Examination
BC
Issued 03/16/1985
Series 7 - General Securities Representative Examination
BC
Issued 07/19/1982
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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