Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christopher? Claim Your ProfileChristopher Olson is a financial advisor with LPL Financial LLC. Christopher has been in the financial services industry for over 20 years and has a Series 6, 7, and 66 license. Christopher has worked for several firms, including Jackson National Life Distributors, Inc., National Planning Corporation, and JW Financial Strategies. Christopher has a strong track record of providing financial planning services to individuals, families, and businesses. His specializations include retirement planning, investment management, and estate planning. Christopher is also an active member of the community and volunteers his time to several local charities.
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.
Consulting and other non-discretionary advisory services
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.
1
2
CA
05/31/2024 - Present
LPL Financial LLC (TORRANCE CA)
TN
09/24/2003 - 10/26/2005
JACKSON NATIONAL LIFE DISTRIBUTORS, INC. (FRANKLIN TN)
CA
07/02/2002 - 07/28/2003
NATIONAL PLANNING CORPORATION (LOS ANGELES CA)
BOTH
Issued 05/31/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/08/2024
Series 7TO - General Securities Representative Examination
BC
Issued 01/05/2024
SIE - Securities Industry Essentials Examination
BC
Issued 07/01/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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