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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Anthony? Claim Your ProfileAnthony Olsen is a financial advisor with Wells Fargo Advisors Financial Network, LLC. Anthony has been in the securities industry since 2012. Anthony has licenses in multiple states and holds the Series 66, Series 10, Series 9, SIE, and Series 7 licenses. Anthony is also a registered investment advisor in Nebraska and Texas. Anthony specializes in working with high-net-worth individuals, corporations, and pension and profit-sharing plans. Anthony provides a variety of financial services including investment consulting, financial planning, pension consulting, and portfolio management.
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.
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.
Investment consulting services to institutional clients
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
NE
10/21/2022 - Present
Wells Fargo Advisors Financial Network, LLC (OMAHA NE)
NE
10/08/2012 - 10/21/2022
WELLS FARGO CLEARING SERVICES, LLC (OMAHA NE)
BOTH
Issued 10/26/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/22/2024
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 03/07/2024
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/05/2012
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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