Barbara HansenCRD 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.
Altium Wealth Management LLC
Karagosian Financial Services, Inc.
Scholtz & Co
|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|
Total Assets Under Management0MILLIONS
Total Number of Accounts0ACCOUNTS
Average Account Value$0
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Selection of other advisers (including private fund managers)
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