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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
“Financial guidance for each stage of your life.”
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 firm. Our planning advice is ongoing for each stage of your life. Our investment management is a professional process that seeks to use lower cost, tax efficient investments when creating, investing and monitoring a tailored investment portfolio. Put the two together and your result is a simplified pursuit of financial success. Improve your planning. Invest professionally. Save time. Worry less. Hans Reese is a financial advisor with, and securities and advisory services, offered through LPL Financial, a registered investment advisor, Member FINRA www.finra.org, SIPC www.sipc.org.
 

General Information

Firm CRD#:    6413
Name of Custodial Firm:    LPL Financial
Name of Broker/Dealer:    LPL Financial
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:    Businesses, Individual Investors
CRD#:    4334724
Years of Experience in Financial Services:    20
Number of Years with Current Firm:    13
States Willing to do Business in:    Alameda,Albany,Alviso,Atherton,Berkeley,Brisbane,Burlingame,Castro Valley,Cupertino,Daly City,Dublin,Emeryville,Fremont,Half Moon Bay,Hayward,La Honda,Loma Mar,Los Altos,Menlo Park,Millbrae,Milpitas,Montara,Moraga,Moss Beach,Mountain View,Newark,Oakland,Orinda,Pacifica,Palo Alto,Pescadero,Pleasanton,Portola Valley,Redwood City,San Bruno,San Francisco,San Gregorio,San Jose,San Leandro,San Lorenzo,San Ramon,Santa Clara,Saratoga,South San Francisco,Stanford,Sunnyvale,Sunol,Union City,San Carlos
 

Services

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

Qualifications & Memberships

Financial Organization Memberships:    Paladin Registry
Securities Licenses:    Series 66
Insurance and Annuity Licenses:    Variable Life, Variable Annuity, Long Term Care, Life, Annuity
Securities Licenses:    Series 7
Certifications, Accreditations & Designations:    Chartered Retirement Planning Counselor (CRPC®), CRPC®, CFP®, AAMS®
 

Compliance

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

Compensation and Fees

Compensation Methods:    Based on Assets, Flat Fee, Hourly
Fee Structure:    Fee Only
 
 
 

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