Unclaimed
Richard Floyd Hanson is a financial advisor with over 7 years of experience in the financial services industry. Richard is currently registered with Commonwealth Financial Network in Waltham, MA and has been with the firm since July 2015. Before that, Richard worked at WTS Proprietary Trading Group LLC in New York, NY. Richard holds a Series 7, Series 56, SIE, and Series 66 licenses. Richard specializes in retirement planning, financial planning, and portfolio management for individuals and businesses.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
MA
10/23/2018 - Present
Commonwealth Financial Network (WALTHAM MA)
NY
02/13/2012 - 01/14/2013
WTS PROPRIETARY TRADING GROUP LLC (NEW YORK NY)
BOTH
Issued 04/12/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/06/2016
Series 7 - General Securities Representative Examination
BC
Issued 02/11/2012
Series 56 - Proprietary Trader Qualification Examination
Active
Inactive
F
FINRA
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