Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Carl? Claim Your ProfileCarl Eugene Olson is a financial advisor with over 20 years of experience in the industry. Carl has held various roles at several firms, including New England Securities, AXA Advisors, LLC, and MSI Financial Services, Inc. Carl is currently a registered representative of MML Investors Services, LLC. Carl provides financial advice to a wide range of clients, including individuals, families, businesses, and institutions. Carl holds the Series 6, 7, 24, 63, 65, and 66 securities licenses. Carl specializes in asset allocation, financial planning, and portfolio management.
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 programs
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.
Solicitors fees
1
2
TN
07/21/2021 - Present
MML Investors Services, LLC (Franklin TN)
CA
11/07/2001 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (WALNUT CREEK CA)
CA
04/02/2014 - 01/02/2015
NEW ENGLAND SECURITIES (WALNUT CREEK CA)
TN
11/07/2001 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (FRANKLIN TN)
NY
03/03/1999 - 11/13/2001
AXA ADVISORS, LLC (NEW YORK NY)
NY
03/03/1999 - 01/05/2000
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
BOTH
Issued 01/12/2021
Series 66 - Uniform Combined State Law Examination
IA
Issued 11/12/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/05/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/11/2000
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/07/2000
Series 7 - General Securities Representative Examination
BC
Issued 03/02/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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