Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Carl? Claim Your ProfileCarl Oleson has been a financial professional since 1975. Carl is a registered representative of Raymond James Financial Services Advisors, Inc. Carl has been with Raymond James since 2010. Prior to this, Carl was affiliated with Royal Alliance Associates, Inc., Integrated Resources Equity Corporation, Centennial Financial Services, Inc., Waddell & Reed, Inc., and Safeco Securities, Inc. Carl is currently licensed in Michigan and Texas as an Investment Adviser Representative and in 15 states as a broker. Carl has experience in providing financial planning, portfolio management, and other financial services to individuals, businesses, and retirement plans.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
MI
01/11/2013 - Present
Raymond James Financial Services Advisors, Inc. (EAST LANSING MI)
AZ
11/19/1989 - 12/06/1989
ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)
NA
06/13/1989 - 11/19/1989
INTEGRATED RESOURCES EQUITY CORPORATION
NA
07/30/1985 - 06/12/1989
CENTENNIAL FINANCIAL SERVICES, INC.
NA
11/19/1980 - 07/19/1985
WADDELL & REED, INC.
NA
11/10/1975 - 10/30/1980
SAFECO SECURITIES, INC.
IA
Issued 09/28/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/28/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/31/2004
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 09/14/1999
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/06/1975
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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