Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Carol? Claim Your ProfileCarol Lens is a financial advisor with Olympus Wealth Management, LLC. Carol is a CERTIFIED FINANCIAL PLANNER™ professional who has been in the financial services industry since 2008. Carol has experience working at Morgan Stanley, Wells Fargo Advisors, LLC and J.P. Morgan Securities LLC. Carol specializes in working with corporations or other businesses, individuals other than high-net-worth, and charitable organizations. Carol is licensed to advise in Idaho, Texas, Utah and Wyoming.
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.
Personalized portfolio management to meet individual financial objectives.
Consulting (multi-family office and private investments)
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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UT
06/27/2024 - Present
Olympus Wealth Management, LLC (COTTONWOOD HEIGHTS UT)
UT
12/16/2016 - 08/22/2018
J.P. MORGAN SECURITIES LLC (SALT LAKE CITY UT)
UT
03/18/2016 - 01/04/2017
WELLS FARGO CLEARING SERVICES, LLC (MURRAY UT)
UT
01/09/2013 - 04/11/2016
MORGAN STANLEY (SOUTH JORDAN UT)
CA
02/17/2011 - 10/03/2011
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (WALNUT CREEK CA)
CA
06/01/2009 - 02/11/2011
MORGAN STANLEY SMITH BARNEY (WALNUT CREEK CA)
CA
03/21/2008 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (WALNUT CREEK CA)
BOTH
Issued 04/30/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/22/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/08/2008
Series 31 - Futures Managed Funds Examination
BC
Issued 03/20/2008
Series 7 - General Securities Representative Examination
Active
Inactive
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