Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Donald? Claim Your ProfileDonald Olsen is a financial advisor based in Eldridge, IA. Donald has been in the financial industry since 1979 and is currently registered with MML Investors Services, LLC. Donald has held previous positions with G. R. Phelps & Co., Inc., Lincoln National Pension Insurance Company and The Lincoln National Life Insurance Company. Donald is a licensed Series 63, Series 22TO, Series 6TO, SIE and Series 1 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.
Asset allocation programs
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.
Solicitors fees
1
2
IA
03/01/1996 - Present
MML Investors Services, LLC (Eldridge IA)
NA
07/29/1983 - 03/01/1996
G. R. PHELPS & CO., INC.
NA
12/28/1981 - 05/29/1984
LINCOLN NATIONAL PENSION INSURANCE COMPANY
NA
07/23/1979 - 05/29/1984
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY
BC
Issued 10/17/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 22TO - Direct Participation Programs Representative Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/15/1979
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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