Unclaimed
Ariel Olson is a financial advisor with Wells Fargo Advisors Financial Network, LLC. Ariel has been in the industry since 2022 and has a strong track record of providing financial advice and investment management services to a wide range of clients. Ariel holds Series 7, 66 and SIE licenses and is registered in several states. Prior to joining Wells Fargo Advisors Financial Network, LLC, Ariel was a financial advisor at JANNEY MONTGOMERY SCOTT LLC.
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.
1
2
WA
07/14/2023 - Present
Wells Fargo Advisors Financial Network, LLC (SEATTLE WA)
DE
07/11/2022 - 06/06/2023
JANNEY MONTGOMERY SCOTT LLC (Greenville DE)
BOTH
Issued 08/19/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/11/2022
Series 7TO - General Securities Representative Examination
BC
Issued 10/20/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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