Unclaimed
Andrew Olson is a financial professional with over 30 years of experience in the industry. He is currently registered with Anico Financial Services, Inc. and holds Series 6, 7, 24, 63 and 65 licenses as well as the SIE. Andrew has experience with a variety of firms including N.I.S. FINANCIAL SERVICES, INC., INTEGRATED FINANCIAL PLANNING SERVICES, VOYA AMERICA EQUITIES, INC., ING FINANCIAL PARTNERS, INC., AMERICAN EXPRESS FINANCIAL ADVISORS INC., IDS LIFE INSURANCE COMPANY, WASHINGTON SQUARE SECURITIES, INC. and PRUCO SECURITIES CORPORATION. He has a diverse background and is dedicated to helping clients achieve their financial goals.
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.
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.
1
2
TX
08/10/2021 - Present
Anico Financial Services, Inc. (GALVESTON TX)
MO
01/10/2020 - 07/29/2020
N.I.S. FINANCIAL SERVICES, INC. (KANSAS CITY MO)
NA
12/13/2018 - 12/09/2019
INTEGRATED FINANCIAL PLANNING SERVICES (HEIDELBERG )
MN
04/12/2002 - 12/31/2016
VOYA AMERICA EQUITIES, INC. (MINNEAPOLIS MN)
MN
07/09/2010 - 09/03/2014
ING FINANCIAL PARTNERS, INC. (MINNEAPOLIS MN)
MN
06/16/2000 - 04/01/2002
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
06/16/2000 - 04/01/2002
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
CT
11/04/1996 - 04/18/2000
WASHINGTON SQUARE SECURITIES, INC. (WINDSOR CT)
NJ
08/13/1987 - 11/25/1996
PRUCO SECURITIES CORPORATION (NEWARK NJ)
IA
Issued 04/29/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/25/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/02/2011
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 82TO - Limited Representative-Private Securities Offerings
BC
Issued 12/31/2016
SIE - Securities Industry Essentials Examination
BC
Issued 05/13/1997
Series 7 - General Securities Representative Examination
BC
Issued 08/12/1987
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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