Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian Olson is a registered representative with Edward Jones. Brian has been in the financial services industry since February 2021. Brian holds FINRA licenses Series 7, Series 66 and SIE. Brian's firm is based in Saint Louis, MO. Brian works at the Edward Jones branch in Elburn, IL. Brian is registered to provide investment advice in 23 states, including Arizona, California, Colorado, Florida, Georgia, Idaho, Illinois, Indiana, Kansas, Kentucky, Michigan, Minnesota, Missouri, New York, Ohio, Oregon, South Carolina, Tennessee, Utah, Washington, Wisconsin and Wyoming. In addition to working for Edward Jones, Brian is involved with Expert Execution LLC and Bikupa Bees. Brian's areas of expertise include Financial Planning, Pension Consulting and Selection of Other Advisors.
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.
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.
See schedule d - miscellaneous
1
2
IL
03/23/2021 - Present
Edward Jones (ELBURN IL)
BOTH
Issued 03/22/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/01/2021
Series 7TO - General Securities Representative Examination
BC
Issued 02/03/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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