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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Charles? Claim Your ProfileCharles Olsen is a financial advisor with Commonwealth Financial Network. Charles has been in the financial services industry since 1991, and has experience working with a wide range of clients, including individuals, families, businesses, and institutions. Charles is a Certified Financial Planner and holds the Series 6, Series 7, and Series 63 securities licenses. Charles is registered with the Financial Industry Regulatory Authority (FINRA) and is a member of the National Association of Personal Financial Advisors (NAPFA). Charles is dedicated to providing personalized financial advice and helping 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.
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.
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.
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2
NE
10/21/2014 - Present
Commonwealth Financial Network (NORFOLK NE)
NE
03/14/2002 - 08/02/2011
SECURITIES AMERICA, INC. (NORFOLK NE)
CA
04/24/1992 - 03/14/2002
ARAGON FINANCIAL SERVICES, INC. (IRVINE CA)
MA
06/24/1991 - 05/08/1992
MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)
BC
Issued 01/21/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/25/1993
Series 7 - General Securities Representative Examination
BC
Issued 06/21/1991
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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