Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Scott? Claim Your ProfileScott Hanson is an investment advisor representative with Regal Investment Advisors LLC. Scott has been in the industry since 2007. Scott is registered in Illinois and Wisconsin. Scott holds the Series 63, 66, and 7 licenses. Scott is also a licensed insurance agent. Scott has a specialization in helping clients with financial planning, investment management, and retirement planning.
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.
Third party fees
1
2
MI
03/15/2011 - Present
Regal Investment Advisors LLC (KENTWOOD MI)
WI
03/11/2011 - 01/31/2014
AMERICAN PORTFOLIOS FINANCIAL SERVICES, INC. (NEW BERLIN WI)
WI
06/30/2008 - 12/06/2010
CENTAURUS FINANCIAL, INC. (ELKHORN WI)
WI
09/28/2006 - 05/21/2008
CUSO FINANCIAL SERVICES, L.P. (MILWAUKEE WI)
BOTH
Issued 03/16/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/11/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/27/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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