Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christiane? Claim Your ProfileChristiane Olsen is a financial advisor with UBS Financial Services Inc. Christiane has been working in the industry since 1987. Christiane is licensed to conduct business in the state of New York. UBS Financial Services Inc. is a large firm with over 11,000 registered representatives and advisors. The firm offers a wide range of financial products and services, including investment management, financial planning, and retirement planning. They manage over $700 billion in assets and have over 1 million client accounts.
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.
See schedule d - miscellaneous
1
2
NY
08/23/2002 - Present
UBS Financial Services Inc. (NEW YORK NY)
NY
03/09/2002 - 09/07/2002
RBC DAIN RAUSCHER INC. (NEW YORK NY)
MA
06/06/1989 - 03/09/2002
TUCKER ANTHONY INCORPORATED (BOSTON MA)
NJ
12/03/1987 - 06/14/1989
DRIZOS INVESTMENTS, INC. (MORRISTOWN NJ)
NA
03/27/1985 - 04/10/1985
BEVILL, BRESLER & SCHULMAN INCORPORATED
NA
09/26/1984 - 02/11/1985
RUSSELL & CO
IA
Issued 11/07/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/08/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/17/1989
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Christiane Olsen is the right advisor for you? Invested Better is here to help.
