Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Aaron? Claim Your ProfileAaron Olson is an investment advisor representative at Park Avenue Securities LLC. Aaron is a CERTIFIED FINANCIAL PLANNER™ professional and has been in the financial services industry since 2016. Aaron has a strong background in financial planning, portfolio management, and investment advisory services. Aaron is registered to provide investment advisory services in Illinois, Indiana, Kentucky, South Carolina, and Texas. Park Avenue Securities LLC is a leading provider of financial services, including investment advisory, insurance, and retirement planning. Park Avenue Securities LLC has been in business for over 100 years and has a strong reputation for providing high-quality financial services to individuals, families, and businesses.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
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.
1
2
IN
08/02/2024 - Present
Park Avenue Securities LLC (INDIANAPOLIS IN)
IN
12/06/2019 - 03/06/2020
EDWARD JONES (CARMEL IN)
IN
02/08/2018 - 11/26/2019
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (INDIANAPOLIS IN)
WA
01/20/2016 - 01/26/2017
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (SPOKANE WA)
BOTH
Issued 02/19/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/20/2016
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Aaron Olson is the right advisor for you? Invested Better is here to help.
