Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Dirk? Claim Your ProfileDirk Olds is a financial advisor with over 30 years of experience in the financial services industry. He is currently registered with Faithward Advisors, LLC, and holds licenses to provide investment advice in multiple states. Dirk has a strong track record of providing comprehensive financial planning and investment management services to individuals, families, and businesses.
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.
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 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.
A percentage of the total value of assets under management is charged.
Percentage of net worth/third party advisory fees
1
2
PA
01/27/2014 - Present
Faithward Advisors, LLC (LANCASTER PA)
NY
03/17/2000 - 01/09/2014
NYLIFE SECURITIES LLC (ENDWELL NY)
NY
03/01/1993 - 03/25/1999
EQ FINANCIAL CONSULTANTS, INC. (NEW YORK NY)
NY
03/01/1993 - 03/25/1999
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
BOTH
Issued 01/27/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/04/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/17/2000
Series 24 - General Securities Principal Examination
BC
Issued 03/12/1996
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/10/2000
Series 7 - General Securities Representative Examination
BC
Issued 02/24/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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