Barbara Hansen, financial advisor Huntington NY
96 score

Barbara Hansen

CRD Number: 5345024
Current Firm: Charles Schwab & Company, Inc.

Barbara Hansen (CRD# 5345024) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Huntington, NY and has over 10 years of experience in the finance industry. Barbara Hansen has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Charles Schwab & Company, Inc. Huntington, NY Jun 2014 - Current 3
Charles Schwab Bank Huntington, NY Jun 2014 - Current 3
Faith Lutheran Church And School Syosset, NY Jun 2013 - Jul 2014 1
Thrivent Investment Management Inc. Manchester, CT Feb 2007 - Feb 2013 6
Suffolk County Community College Brentwood, NY Sep 2002 - May 2010 7
Harborfields Central School District Greenlawn, NY Nov 2001 - May 2007 5
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jun 2007
Contact Info for Barbara D. Hansen
Phone Number: 415-667-7000
Firm Website: https://www.schwab.com
Registered State(s):
  • NJ
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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