Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Olsen is a financial advisor registered with Fidelity Personal and Workplace Advisors. David has been in the securities industry since May 9, 1993. David is a Certified Financial Planner and a Chartered Financial Consultant. David has held positions with National Financial Services Corporation and New England Securities. David has been with Fidelity Personal and Workplace Advisors since July 2018. David specializes in providing financial planning, investment management, and educational seminars. David serves a variety of clients, including individuals, corporations, and pension plans.
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.
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.
A percentage of the total value of assets under management is charged.
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2
NH
07/13/2018 - Present
Fidelity Personal AND Workplace Advisors (SALEM NH)
MA
06/26/1996 - 06/18/1998
NATIONAL FINANCIAL SERVICES CORPORATION (BOSTON MA)
NY
04/20/1993 - 06/05/1996
NEW ENGLAND SECURITIES (NEW YORK NY)
BOTH
Issued 01/11/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/16/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/05/2000
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 06/05/2000
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 07/02/1993
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/23/1993
Series 7 - General Securities Representative Examination
BC
Issued 04/19/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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