Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Derek? Claim Your ProfileDerek Olson is a financial advisor with over 10 years of experience in the industry. Derek is currently registered with Fidelity Brokerage Services LLC and previously worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated and Scottrade, Inc. Derek holds Series 7, 9, 10, 63 and 65 licenses and is registered in Florida, Massachusetts, Texas, and Utah. Derek specializes in helping clients achieve their financial goals.
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.
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.
1
2
FL
09/03/2021 - Present
Fidelity Brokerage Services LLC (JACKSONVILLE FL)
FL
05/25/2012 - 08/17/2021
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (JACKSONVILLE FL)
RI
10/26/2011 - 05/17/2012
SCOTTRADE, INC. (WARWICK RI)
IA
Issued 06/11/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/01/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/12/2013
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 09/20/2013
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/25/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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