Unclaimed
Terry Dale Hanson is a financial advisor with Centaurus Financial, Inc. Terry has been in the financial industry since 1973. Terry specializes in providing a wide range of financial services to clients, including financial planning, pension consulting, educational seminars, and portfolio management for individuals and businesses. Terry holds the Series 7, Series 1, Series 63, and SIE licenses. Terry has been registered with the state of California, Oregon, Texas, and Wyoming since 2017. Prior to joining Centaurus Financial, Inc. Terry worked at FIRST ALLIED SECURITIES, INC., RAGEN MACKENZIE INVESTMENT SERVICES, LLC, DAIN BOSWORTH INCORPORATED, IDS/AMERICAN EXPRESS INC., IDS LIFE INSURANCE COMPANY and IDS MARKETING CORPORATION. Terry holds a total of 1 state, 3 product, and 0 principal exams.
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.
1
2
OR
11/29/2017 - Present
Centaurus Financial, Inc. (EUGENE OR)
OR
05/17/2004 - 11/28/2017
FIRST ALLIED SECURITIES, INC. (EUGENE OR)
WA
06/07/1989 - 05/17/2004
RAGEN MACKENZIE INVESTMENT SERVICES, LLC (SEATTLE WA)
NA
04/09/1983 - 06/21/1989
DAIN BOSWORTH INCORPORATED
NA
09/18/1973 - 03/14/1984
IDS/AMERICAN EXPRESS INC.
NA
09/18/1973 - 04/15/1983
IDS LIFE INSURANCE COMPANY
NA
09/18/1973 - 04/15/1983
IDS MARKETING CORPORATION
BC
Issued 11/15/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/16/1983
Series 7 - General Securities Representative Examination
BC
Issued 09/14/1973
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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