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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alan? Claim Your ProfileAlan Olson is an investment advisor with over 34 years of experience in the financial services industry. Alan holds both Series 63 and Series 65 licenses. Alan currently works at Cetera Investment Advisers LLC and is registered in Florida and Virginia. Alan has been in the financial services industry since 1988 and has worked at several firms before joining Cetera Investment Advisers LLC. Alan's previous employers include VOYA Financial Advisors, Inc., AXA Advisors, LLC, ING Financial Partners, Inc., Legg Mason Wood Walker, Incorporated, A. G. Edwards & Sons, Inc., Prudential Securities Incorporated, G. K. Scott & Co., Inc. and J. W. Gant & Associates, Inc. Alan Olson has a wealth of experience and is well-qualified to provide financial advice to clients.
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
FL
06/29/2023 - Present
Cetera Investment Advisers LLC (Ocklawaha FL)
FL
02/04/2013 - 06/14/2021
VOYA FINANCIAL ADVISORS, INC. (Ocklawaha FL)
VA
07/14/2009 - 02/08/2013
AXA ADVISORS, LLC (CENTREVILLE VA)
VA
06/02/2003 - 07/24/2009
ING FINANCIAL PARTNERS, INC. (CENTREVILLE VA)
MD
05/01/2000 - 06/23/2003
LEGG MASON WOOD WALKER, INCORPORATED (BALTIMORE MD)
MO
01/10/1992 - 05/16/2000
A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)
NY
04/03/1989 - 01/15/1992
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NY
07/12/1988 - 04/20/1989
G. K. SCOTT & CO., INC. (PLAINVIEW NY)
NA
05/25/1988 - 07/19/1988
J. W. GANT & ASSOCIATES, INC.
IA
Issued 12/30/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/01/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/21/1988
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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