Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bruce? Claim Your ProfileBruce Richard Olson is a financial professional with over 30 years of experience in the industry. Bruce is currently a Registered Representative with Ameriprise Financial Services, LLC, where they specialize in providing asset allocation services, financial planning, pension consulting, educational seminars, publication of periodicals, selection of other advisors, and portfolio management for businesses and individuals. Bruce has previously been registered with WELLS FARGO CLEARING SERVICES, LLC, PRUDENTIAL SECURITIES INCORPORATED, DEAN WITTER REYNOLDS INC., and J. W. GANT & ASSOCIATES, INC. They hold multiple licenses and certifications, including Series 3, 7, 9, 31, 63, and 65. Bruce has extensive experience in various areas of financial services, including securities, commodities, and investments.
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.
Asset allocation services
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.
1
2
MN
09/13/2021 - Present
Ameriprise Financial Services, LLC (EDINA MN)
MN
07/01/2003 - 09/20/2021
WELLS FARGO CLEARING SERVICES, LLC (BLOOMINGTON MN)
NY
09/19/2000 - 07/01/2003
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NY
10/23/1990 - 09/13/2000
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
NA
12/06/1989 - 10/26/1990
J. W. GANT & ASSOCIATES, INC.
IA
Issued 02/26/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/22/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/28/2005
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/28/2010
Series 3 - National Commodity Futures Examination
BC
Issued 03/10/1998
Series 31 - Futures Managed Funds Examination
BC
Issued 11/29/1989
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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