Unclaimed
Raymond E Hansen is a financial advisor with over 20 years of experience in the industry. Raymond is currently registered with Bison Wealth, LLC in Atlanta, GA and Clive, IA. Raymond has experience working with individuals, corporations, pension plans, and high net worth individuals. His firm offers a wide range of financial services, including financial planning, portfolio management, and pension consulting. Raymond specializes in providing financial advice and guidance to help individuals 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
GA
01/22/2023 - Present
Bison Wealth, LLC (ATLANTA GA)
IA
05/23/2019 - 03/31/2023
IFP SECURITIES, LLC (Urbandale IA)
IA
12/22/2011 - 05/23/2019
LPL FINANCIAL LLC (WEST DES MOINES IA)
IA
06/28/2004 - 01/03/2012
PRINCOR FINANCIAL SERVICES CORPORATION (WEST DES MOINES IA)
IA
Issued 04/15/2009
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/30/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/25/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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