Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Calan? Claim Your ProfileCalan Olson is a registered representative with Charles Schwab & CO., Inc., in the Lone Tree, CO branch office. Calan Olson has passed the SIE, Series 7TO and Series 63 exams. Calan Olson is also registered with the State of Colorado and has a total of 51 state registrations. Calan Olson has been in the industry since January 2023, prior to which Calan Olson worked at Decktec in Golden, CO. Calan Olson is currently with Charles Schwab & CO., Inc. and specializes in retirement planning and financial planning.
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.
Helps you choose top advisors aligned with your financial goals.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
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CO
02/06/2025 - Present
Charles Schwab & CO., Inc. (Lone Tree CO)
BC
Issued 04/24/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/12/2023
Series 7TO - General Securities Representative Examination
BC
Issued 02/15/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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