Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Scott? Claim Your ProfileScott Hansen is a financial advisor with Wells Fargo Clearing Services, LLC, and has been in the industry since 1999. Scott has a diverse background, having previously worked with several other firms, including Wells Fargo Investments, LLC, and BANC of America Investment Services, Inc. Scott holds several licenses and certifications including the Series 7, Series 10, Series 31 and Series 63. Scott is also a Certified Financial Planner. Scott specializes in financial planning, portfolio management for individuals and businesses, and investment consulting services to institutional clients. Scott currently works out of the Woodland Hills, California office.
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.
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.
Investment consulting services to institutional clients
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
CA
01/03/2011 - Present
Wells Fargo Clearing Services, LLC (WOODLAND HILLS CA)
CA
07/15/2008 - 01/03/2011
WELLS FARGO INVESTMENTS, LLC (WESTLAKE VILLAGE CA)
CA
03/06/2001 - 07/14/2008
BANC OF AMERICA INVESTMENT SERVICES, INC. (WESTLAKE CA)
MA
07/12/1999 - 03/21/2000
BANC OF AMERICA INVESTMENT SERVICES, INC. (BOSTON MA)
CA
04/02/1999 - 07/12/1999
BA INVESTMENT SERVICES, INC. (OAKLAND CA)
MN
08/24/1998 - 01/25/1999
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
08/24/1998 - 01/25/1999
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
IA
Issued 12/16/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/31/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/29/2008
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 07/31/2008
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 05/02/2022
Series 31 - Futures Managed Funds Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/18/1998
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Scott Hansen is the right advisor for you? Invested Better is here to help.
