Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Scott? Claim Your ProfileScott Allen Hansen is a financial advisor currently registered with Cadaret, Grant & Co., Inc. He is a Certified Financial Planner with over 27 years of experience in the financial services industry. Scott specializes in providing financial planning, portfolio management, and pension consulting services to individuals, families, and businesses. He has a wide range of experience working with various clients, including high-net-worth individuals, charitable organizations, and pension and profit-sharing plans. Scott has been a Registered Representative and Investment Advisor Representative in many states throughout his career. Scott is committed to helping clients achieve their financial goals through a personalized approach and customized investment strategies.
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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AZ
12/11/2023 - Present
Cadaret, Grant & CO., Inc. (Scottsdale AZ)
AZ
10/13/2017 - 12/13/2023
WOODBURY FINANCIAL SERVICES, INC. (SCOTTSDALE AZ)
AZ
01/22/2009 - 10/13/2017
NATIONAL PLANNING CORPORATION (SCOTTSDALE AZ)
AZ
10/31/2005 - 01/26/2009
SAGEPOINT FINANCIAL, INC. (SCOTTSDALE AZ)
AZ
12/10/1998 - 10/31/2005
SUNAMERICA SECURITIES, INC. (PHOENIX AZ)
AZ
06/03/1996 - 12/15/1998
MTL EQUITY PRODUCTS, INC. (FOUNTAIN HILLS AZ)
IA
Issued 04/17/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/21/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/28/2003
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 02/15/1999
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/31/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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