Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Reid? Claim Your ProfileReid Hansen is a financial advisor who has been in the industry for over 20 years. Reid is currently registered with LPL Financial LLC. Reid has previously worked at CUNA BROKERAGE SERVICES, INC., CITIZENS SECURITIES, INC., TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC, MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED, METLIFE SECURITIES INC., CCO INVESTMENT SERVICES CORP. and METROPOLITAN LIFE INSURANCE COMPANY. Reid holds the following licenses: Series 6, Series 7, Series 24, Series 63, Series 65, Series 66 and SIE.
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.
Consulting and other non-discretionary advisory services
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.
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RI
05/18/2022 - Present
LPL Financial LLC (EAST GREENWICH RI)
RI
05/29/2018 - 05/18/2022
CUNA BROKERAGE SERVICES, INC. (Scituate RI)
RI
04/18/2017 - 05/01/2018
CITIZENS SECURITIES, INC. (BARRINGTON RI)
RI
12/01/2015 - 09/01/2016
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (PROVIDENCE RI)
RI
08/19/2011 - 11/17/2015
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (WAKEFIELD RI)
CT
04/10/2009 - 08/02/2011
METLIFE SECURITIES INC. (NEW LONDON CT)
RI
02/11/2004 - 09/01/2006
CCO INVESTMENT SERVICES CORP. (BARRINGTON RI)
MA
06/16/1997 - 02/10/2004
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
06/16/1997 - 02/10/2004
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
BOTH
Issued 04/17/2009
Series 66 - Uniform Combined State Law Examination
IA
Issued 07/25/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/13/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/26/2004
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/09/2009
Series 7 - General Securities Representative Examination
BC
Issued 06/13/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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