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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Edvard? Claim Your ProfileEdvard Olsen is an experienced financial professional with a focus on providing comprehensive financial advice to individuals and businesses. Edvard has been in the industry since 2018, working with UBS Financial Services Inc. and UBS Securities LLC. His prior experience includes time at Barclays Capital Inc. where he gained a strong foundation in financial markets and client service. Edvard has a broad range of expertise in areas like portfolio management, financial planning, and pension consulting. He has a strong understanding of the needs of high net worth individuals and businesses, and he is committed to providing personalized and tailored advice.
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.
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.
See schedule d - miscellaneous
1
2
NJ
12/13/2022 - Present
UBS Financial Services Inc. (WEEHAWKEN NJ)
NY
08/30/2018 - 08/26/2022
BARCLAYS CAPITAL INC. (NEW YORK NY)
NY
06/13/2014 - 11/20/2014
BARCLAYS CAPITAL INC. (NEW YORK NY)
BC
Issued 08/30/2018
Series 14 - Compliance Officer Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
M
MIAX PEARL, LLC
M
Miami International Securities Exchange, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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