Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Paul Olsen has been in the financial services industry for over 35 years. David is currently registered with LPL Financial LLC, where David is a Registered Representative. David has a diverse professional background. David holds Series 6, 7, 24, 63 and 65 securities licenses as well as registrations in 28 states. Previously, David has held positions at KEY INVESTMENTS INC. and WADDELL & REED, INC. David works with individual clients, high net worth individuals, pension and profit-sharing plans, corporations, and other businesses, charitable organizations, investment clubs and state and municipal government entities. David is also a Registered Investment Adviser Representative.
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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2
NY
10/29/2021 - Present
LPL Financial LLC (AMSTERDAM NY)
OH
02/17/1993 - 01/15/1999
KEY INVESTMENTS INC. (CLEVELAND OH)
KS
07/28/1987 - 02/22/1993
WADDELL & REED, INC. (OVERLAND PARK KS)
IA
Issued 01/09/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/23/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/11/1999
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/17/1993
Series 7 - General Securities Representative Examination
BC
Issued 07/23/1987
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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