Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian Olin is a financial advisor with over 18 years of experience in the industry. Brian is currently registered with Raymond James & Associates, Inc. Brian has a wide range of experience in the financial services industry, including roles at Goldman Sachs & Co. LLC and CITIGROUP GLOBAL MARKETS INC. Brian holds several licenses and certifications, including Series 7, 50, 52TO, 53, 63, and 79TO. Brian is committed to providing clients with personalized financial advice and strategies to help them 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.
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.
Please see note in schedule d - miscellaneous
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
CA
03/11/2024 - Present
Raymond James & Associates, Inc. (SAN FRANCISCO CA)
NY
10/18/2022 - 03/08/2024
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
NY
08/29/2005 - 11/07/2022
GOLDMAN SACHS & CO. LLC (NEW YORK NY)
BC
Issued 08/20/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/04/2019
Series 53 - Municipal Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/28/2017
Series 50 - Municipal Advisor Representative Qualification Exam
BC
Issued 08/26/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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