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Featured Business Financial Advisor in San Mateo, CA
San Mateo Financial Advisors
New Stage Investment Group®
1900 S Norfolk St, Ste 350
San Mateo, CA 94403
(650) 458-0312
Advisor Profile
Hans Reese, CFP®
Name:  Hans Reese, CFP®
Phone Number:  (650) 458-0312
Website:  Visit Website
Disclosure Link:
The LPL Financial Registered...
Disclaimer
Hans Reese is a financial advisor with and Securities and advisory services offered through LPL Financial, A Registered Investment Advisor, Member FINRA/SIPC.

About New Stage Investment Group®

We are an independent fee-based investment management and financial planning firm that seeks to work with good people. Our financial advice and guidance is built upon a personal financial plan. Our investment management seeks to use lower cost, tax efficient investments when creating, investing and monitoring a personally tailored investment portfolio.
 

General Information

CRD#:    4334724
Insurance License#:    CA 0D31581
Name of Broker/Dealer:    LPL Financial
Name of Custodial Firm:    LPL Financial
States Licensed in:    CA, HI, FL, IL
States Willing to do Business in:    Alameda,Albany,Alviso,Atherton,Berkeley,Brisbane,Castro Valley,Cupertino,Daly City,Dublin,Emeryville,Fremont,Half Moon Bay,Hayward,La Honda,Loma Mar,Los Altos,Menlo Park,Millbrae,Montara,Moraga,Moss Beach,Mountain View,Newark,Oakland,Orinda,Pacifica,Palo Alto,Pescadero,Portola Valley,Redwood City,San Bruno,San Francisco,San Gregorio,San Jose,San Leandro,San Lorenzo,San Ramon,Santa Clara,Sausalito,South San Francisco,Stanford,Sunnyvale,Sunol,Union City,San Carlos
Years of Experience in Financial Services:    17
Number of Years with Current Firm:    12
Work Experience:    Started in 2001 with Merrill Lynch, before working with Morgan Stanley and finally joining LPL Financial in 2006.
I work with the following types of clients:    Individual Investors, Businesses
 

Services

Investment Types:    Bonds, Stocks, Annuities, Alternative Investments, Mutual Funds, Exchange Traded Funds (ETFs), Insurance, Socially Responsible Investments (SRI)
I can meet clients in the following ways:    At your office, Via email, Via phone, At my office, At your home, Video Conference
 

Qualifications & Memberships

Certifications, Accreditations & Designations:    CERTIFIED FINANCIAL PLANNER™ Certificant, Chartered Retirement Planning Counselor (CRPC®), Accredited Asset Management Specialist (AAMS®)
Securities Licenses:    Series 66, Series 7
Insurance and Annuity Licenses:    Annuity, Life, Variable Life, Long Term Care, Variable Annuity
Financial Organization Memberships:    Paladin Registry
 

Compliance

Registered Representative:    Yes
Investment Advisor Representative:    Yes
I am an acknowledged fiduciary:    Yes
Compliance Disclosures in Last 5 years:    I have a clean record
Criminal Disclosures in Last 5 years:    I have a clean record
 

Compensation and Fees

Fee Structure:    I am a Fee-Based financial professional
Minimum Portfolio Size for New Managed Accounts:    $250,000
Compensation Methods:    Commissions, Hourly, Based on Assets, Flat Fee
 
 
 
Prepared By: Hans Reese, CFP®

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