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SH

Sandra G. Hansen

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CRD#: 1208857
SH

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Sandra G Hansen, who also goes by Sandra Georgette Hansen, Sandy Georgette Hansen, was a registered financial professional .

Sandra is a previously registered financial professional and started their career in finance in 1983. Sandra had worked at 7 firms and has passed the Series 63 and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Sandra Georgette Hansen | Sandy Georgette Hansen

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

April 20, 2011 - April 16, 2012

BMO HARRIS FINANCIAL ADVISORS, INC.

BD
CRD#: 137115
BUFFALO GROVE, IL
Past

June 1, 2009 - September 13, 2010

MORGAN STANLEY

BD
CRD#: 149777
RIVERWOODS, IL
Past

August 8, 2008 - June 1, 2009

MORGAN STANLEY & CO. LLC

BD
CRD#: 8209
RIVERWOODS, IL
Past

February 15, 2005 - September 19, 2007

SIGMA FINANCIAL CORPORATION

BD
CRD#: 14303
PARK RIDGE, IL
Past

March 12, 2003 - March 14, 2003

SIGMA FINANCIAL CORPORATION

BD
CRD#: 14303
ANN ARBOR, MI
Past

April 10, 2000 - May 9, 2001

WILLIAM BLAIR

BD
CRD#: 1252
CHICAGO, IL
Past

September 14, 1998 - March 31, 2000

WINTRUST INVESTMENTS LLC

BD
CRD#: 875
CHICAGO, IL
Past

September 13, 1984 - September 12, 1997

WILLIAM BLAIR

BD
CRD#: 1252
CHICAGO, IL
Past

November 22, 1983 - September 10, 1984

PRUDENTIAL EQUITY GROUP, LLC

BD
CRD#: 7471

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
RR
Series 63
Date: 9/17/1991
Uniform Securities Agent State Law Examination
General Industry/Product Exam

Current Firm


BH
BMO HARRIS FINANCIAL ADVISORS, INC.
BANK OF MONTREAL | HARRIS INVESTOR SERVICES, INC. | BMO HARRIS FINANCIAL ADVISORS, INC. | BMO HARRIS FINANCIAL ADVISORS, INC | BMO HARRIS FINANCIAL ADVISORS | BHFA

CRD#: 137115 / SEC#: 801-64847, 8-67064

BD
Terminated by SEC on 10/29/2021
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Contact information


Main Address
115 S Lasalle Street 13w, Chicago, IL 60603
Mailing Address
Phone number
Established
Delaware since 08/17/2005
Firm type
Corporation
Fiscal year end
December
# of Employees

FINRA licenses (1 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Latest Form ADV

Part 2 Brochures

BHFA FORM ADV PART 2A (3/31/2021)

Direct owners and executive officers


NamePositionCRD#
BMO FINANCIAL CORPSHAREHOLDER
LAKE, STEPHANIE ANNCHIEF FINANCIAL OFFICER, FIN OP5845009
MCMILLAN, DARREN CHARLESCHIEF COMPLIANCE OFFICER2347547

Disclosures


Regulatory Event7

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


BMO HARRIS FINANCIAL ADVISORS, INC.

CRD#: 137115

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