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Curtis Alan Olson

Clarendon Insurance Agency, Inc.

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About Curtis Alan Olson

Curtis Olson is a financial advisor with over 25 years of experience in the financial services industry. Curtis has worked with Clarendon Insurance Agency, Inc. since July 31, 2018, and is registered in 49 states and the District of Columbia. Curtis is a Series 6, 7, 26 and 63 licensed professional with SIE certification. Curtis previously worked with SYMETRA INVESTMENT SERVICES, INC. in Bellevue, WA, SUN LIFE FINANCIAL DISTRIBUTORS, INC. in Wellesley Hills, MA, MFS FUND DISTRIBUTORS, INC. in Boston, MA, DAIN RAUSCHER INCORPORATED in New York, NY, DAIN RAUSCHER INCORPORATED, KEMPER FINANCIAL SERVICES, INC., RELIASTAR FINANCIAL MARKETING CORP. in Seattle, WA, and GEARY & GEARY in St. Joseph, MI.

Firm Information

Curtis Olson is currently registered with Clarendon Insurance Agency, Inc.. Clarendon Insurance Agency, Inc. is a Corporation formed in 1968-03-04. They are registered to operate in 50 states and have 1 approved SEC registration.

Not reported

Assets Under Management

Not reported

Total Clients

96

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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Curtis Olson’s Registration & Firm History

MA

07/31/2018 - Present

Clarendon Insurance Agency, Inc. (WALTHAM MA)

WA

05/02/2012 - 10/01/2013

SYMETRA INVESTMENT SERVICES, INC. (BELLEVUE WA)

MA

01/02/2003 - 12/31/2011

SUN LIFE FINANCIAL DISTRIBUTORS, INC. (WELLESLEY HILLS MA)

MA

12/01/1999 - 03/04/2003

MFS FUND DISTRIBUTORS, INC. (BOSTON MA)

NY

03/02/1998 - 09/30/1999

DAIN RAUSCHER INCORPORATED (NEW YORK NY)

NA

06/21/1994 - 03/02/1998

DAIN RAUSCHER INCORPORATED

NA

01/10/1991 - 06/27/1994

KEMPER FINANCIAL SERVICES, INC.

WA

06/28/1990 - 12/13/1990

RELIASTAR FINANCIAL MARKETING CORP. (SEATTLE WA)

MI

10/23/1989 - 06/12/1990

GEARY & GEARY (ST. JOSEPH MI)

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Licenses & Designations

BC

Issued 02/16/2019

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 04/13/2019

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/30/1991

Series 7 - General Securities Representative Examination

BC

Issued 04/19/1989

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Curtis Alan Olson.
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