Unclaimed
Robert Winthrop Hansen is a financial advisor associated with LPL Financial LLC. Robert Hansen has been in the industry for over 2 years, and currently holds Series 7TO and SIE licenses. LPL Financial LLC is a large firm with over 168,000 clients and assets under management of over $463 billion. The firm provides a variety of advisory services to individuals, 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.
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.
1
2
SC
04/02/2024 - Present
LPL Financial LLC (FORT MILL SC)
BC
Issued 04/02/2024
Series 7TO - General Securities Representative Examination
BC
Issued 01/05/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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