Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Camille? Claim Your ProfileCamille Olson is an investment advisor representative for Kestra Advisory Services, LLC. Camille has been in the financial services industry since 2000. Camille is registered with the state of Virginia as an investment advisor representative. Camille holds the Series 63, 65, 66, 7 and 24 licenses. Camille has also passed the SIE exam. Camille specializes in investment advisory services, financial planning, portfolio management, and retirement planning. Camille is committed to providing personalized financial advice and helping her clients 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.
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.
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2
VA
07/21/2016 - Present
Kestra Advisory Services, LLC (Midlothian VA)
VA
05/13/2016 - 07/27/2016
SIGNATOR INVESTORS, INC. (MIDLOTHIAN VA)
VA
01/08/2016 - 05/13/2016
TRANSAMERICA FINANCIAL ADVISORS, INC (MIDLOTHIAN VA)
VA
06/26/2000 - 12/31/2015
TRANSAMERICA FINANCIAL ADVISORS, INC (MIDLOTHIAN VA)
BOTH
Issued 11/30/2007
Series 66 - Uniform Combined State Law Examination
IA
Issued 10/16/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/14/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/14/2007
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/23/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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