Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Eric? Claim Your ProfileEric Olson is a financial professional with over 15 years of experience in the industry. Eric is currently registered with Fidelity Brokerage Services LLC and holds a Series 7, Series 9, Series 10, Series 63 and SIE licenses. Prior to joining Fidelity, Eric was registered with Merrill Lynch, Pierce, Fenner & Smith Incorporated and Wells Fargo Investments, LLC. Eric is licensed to provide investment advice in all 50 states.
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.
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2
TX
11/05/2018 - Present
Fidelity Brokerage Services LLC (SUGAR LAND TX)
AZ
12/17/2010 - 08/20/2018
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CHANDLER AZ)
UT
02/26/2008 - 12/14/2010
WELLS FARGO INVESTMENTS, LLC (SALT LAKE CITY UT)
UT
11/09/2007 - 02/27/2008
FIDELITY BROKERAGE SERVICES LLC (SALT LAKE CITY UT)
IA
Issued 04/21/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/17/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/17/2011
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/03/2011
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 08/20/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/08/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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