Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Rochelle? Claim Your ProfileRochelle Ann Hansen is a financial advisor in Lexington, NE. She has been in the industry since 1999 and is currently registered with LPL Financial LLC. Rochelle has previously worked with Securities America, Inc., LPL Financial LLC, SagePoint Financial, Inc., and SunAmerica Securities, Inc. Rochelle is a Series 6, Series 63, and SIE licensed professional. She is a licensed and registered financial advisor in Nebraska. She specializes in providing consulting and other non-discretionary advisory services, financial planning, pension consulting, and educational seminars. Rochelle is committed to helping her clients 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.
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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2
NE
02/11/2020 - Present
LPL Financial LLC (LEXINGTON NE)
NE
01/29/2016 - 02/11/2020
SECURITIES AMERICA, INC. (LEXINGTON NE)
NE
01/29/2010 - 12/31/2015
LPL FINANCIAL LLC (LEXINGTON NE)
NE
10/31/2005 - 02/02/2010
SAGEPOINT FINANCIAL, INC. (LEXINGTON NE)
AZ
08/23/1999 - 10/31/2005
SUNAMERICA SECURITIES, INC. (PHOENIX AZ)
BC
Issued 08/20/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/20/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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