Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Eddy? Claim Your ProfileEddy Olandj is a financial advisor with over 20 years of experience in the financial services industry. Eddy is currently registered with Wells Fargo Clearing Services, LLC and has a Series 6, 7, 63, 65 and SIE license. Eddy is a Certified Financial Planner and has previously worked with COMPAK SECURITIES, INC. and TRIAD ADVISORS, INC. Eddy has a broad range of experience serving individual and institutional clients.
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.
Investment consulting services to institutional clients
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
CA
04/12/2013 - Present
Wells Fargo Clearing Services, LLC (NEWPORT BEACH CA)
CA
12/09/2003 - 05/10/2013
COMPAK SECURITIES, INC. (NEWPORT BEACH CA)
GA
02/13/2001 - 04/02/2002
TRIAD ADVISORS, INC. (ATLANTA GA)
AZ
11/10/2000 - 12/08/2000
SENTRA SECURITIES CORPORATION (PHOENIX AZ)
IA
Issued 02/13/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/02/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/18/2004
Series 7 - General Securities Representative Examination
BC
Issued 09/01/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 09/17/1998
Series 3 - National Commodity Futures Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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