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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Olson is a financial advisor with LPL Financial LLC and has been in the industry since September 11, 2017. David is licensed in Illinois as a Registered Representative. David holds the Series 66, Series 24, Series 7 and SIE exams and has experience working with individuals, high-net-worth individuals, corporations, pensions, insurance companies and charitable organizations. Prior to joining LPL Financial LLC, David worked at BMO HARRIS FINANCIAL ADVISORS, INC.
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.
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IL
03/24/2021 - Present
LPL Financial LLC (NAPERVILLE IL)
IL
09/12/2017 - 03/24/2021
BMO HARRIS FINANCIAL ADVISORS, INC. (NAPERVILLE IL)
BOTH
Issued 10/31/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/08/2019
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/12/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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