Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you A? Claim Your ProfileA Paul Olsen is an investment advisor representative with Benjamin F. Edwards & Company, Inc.. A Paul Olsen has been in the financial services industry since May 21, 1980. A Paul Olsen has a wide range of experience, having previously worked at Wells Fargo Advisors Financial Network, LLC, Wells Fargo Advisors, LLC, A. G. Edwards & Sons, Inc., and Robert W. Baird & Co. Incorporated. A Paul Olsen is registered with the state of Wisconsin and is licensed to provide investment advice to individuals, businesses, and institutions. A Paul Olsen's specializations include financial planning, portfolio management, and pension consulting.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
WI
08/17/2011 - Present
Benjamin F. Edwards & Company, Inc. (MADISON WI)
WI
08/14/2009 - 12/09/2009
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC (MADISON WI)
WI
01/01/2008 - 08/14/2009
WELLS FARGO ADVISORS, LLC (MADISON WI)
WI
07/03/1996 - 01/03/2008
A. G. EDWARDS & SONS, INC. (MADISON WI)
WI
05/22/1980 - 07/05/1996
ROBERT W. BAIRD & CO. INCORPORATED (MILWAUKEE WI)
IA
Issued 08/16/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/28/1980
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/15/2001
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 11/08/2001
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/18/2001
Series 3 - National Commodity Futures Examination
BC
Issued 01/30/1982
Series 5 - Interest Rate Options Examination
BC
Issued 05/17/1980
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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