Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stephen? Claim Your ProfileStephen R. Hansen is a financial advisor with over 20 years of experience in the industry. Stephen has held positions with several prominent financial institutions, including Merrill Lynch, Morgan Stanley, and UBS Financial Services. Stephen is currently registered with J.P. Morgan Securities LLC, and is licensed to provide investment advice in multiple states. Stephen is a Certified Financial Planner.
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.
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.
A percentage of the total value of assets under management is charged.
Fee computed based on cents-per-share-deposited-into-the-account
1
2
CO
09/29/2023 - Present
J.p. Morgan Securities LLC (Denver CO)
NJ
02/07/2014 - 07/22/2015
UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)
CO
02/27/2012 - 02/04/2014
MORGAN STANLEY (GREENWOOD VILLAGE CO)
CO
06/01/2009 - 12/21/2011
MORGAN STANLEY SMITH BARNEY (DENVER CO)
CO
11/24/2008 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (DENVER CO)
CO
04/28/2004 - 08/05/2008
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (ENGLEWOOD CO)
NY
10/10/2002 - 03/02/2004
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BOTH
Issued 11/04/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/09/2002
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
M
MIAX PEARL, LLC
M
Miami International Securities Exchange, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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