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 a strong background in the financial services industry. Eric Olson is a registered representative of J.P. Morgan Securities LLC and provides a wide range of financial services to individuals and businesses. Eric Olson is also a certified financial planner and is dedicated to helping clients achieve their financial goals. Eric Olson has been in the financial industry since 2016 and holds multiple licenses including Series 6, Series 7, and Series 66. Eric Olson has a proven track record of success and is committed to providing exceptional client service.
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.
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.
A percentage of the total value of assets under management is charged.
Fee computed based on cents-per-share-deposited-into-the-account
1
2
MA
08/08/2024 - Present
J.p. Morgan Securities LLC (Boston MA)
MA
11/04/2019 - 07/03/2024
FIDELITY BROKERAGE SERVICES LLC (BOSTON MA)
MA
04/18/2019 - 10/08/2019
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (BOSTON MA)
MA
02/03/2016 - 04/09/2019
AMUNDI PIONEER DISTRIBUTOR, INC. (BOSTON MA)
BOTH
Issued 07/23/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/25/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/20/2016
Series 7 - General Securities Representative Examination
BC
Issued 02/03/2016
Series 6 - Investment Company Products/Variable Contracts Representative 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
Not sure Eric Olson is the right advisor for you? Invested Better is here to help.
