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Eric Patrick Olson

Leerink Partners LLC

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About Eric Patrick Olson

Eric Olson is a financial advisor with Leerink Partners LLC. Eric has been in the financial services industry since November 19, 1994. He has worked at several firms, including National Financial Services LLC, Fidelity Brokerage Services, Inc., and American Express Financial Advisors Inc. Eric is registered with the Financial Industry Regulatory Authority (FINRA) and is a licensed securities professional. He is also registered in the states of Massachusetts and New York. Eric's areas of expertise include investments, financial planning, and retirement planning.

Firm Information

Eric Olson is currently registered with Leerink Partners LLC. Leerink Partners LLC is a Limited Liability Company formed in July 2007. It is registered in all 50 states and the District of Columbia. The firm has one SEC registration and is actively registered with state regulators.

Not reported

Assets Under Management

Not reported

Total Clients

76

Total Financial Advisors

Services Offered

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.

Fee Structure

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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Eric Olson’s Registration & Firm History

MA

06/01/2004 - Present

Leerink Partners LLC (BOSTON MA)

MA

07/06/2000 - 06/04/2004

NATIONAL FINANCIAL SERVICES LLC (BOSTON MA)

RI

01/05/1995 - 07/06/2000

FIDELITY BROKERAGE SERVICES, INC. (SMITHFIELD RI)

MN

10/11/1994 - 11/25/1994

AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)

MN

10/11/1994 - 11/25/1994

IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)

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Licenses & Designations

BC

Issued 10/14/1994

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/06/2005

Series 27 - Financial and Operations Principal Examination

BC

Issued 09/04/1998

Series 24 - General Securities Principal Examination

BC

Issued 02/05/1998

Series 4 - Registered Options Principal Examination

BC

Issued 03/12/2024

Series 57TO - Securities Trader Exam

BC

Issued 01/02/2023

Series 99TO - Operations Professional Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/10/1994

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

C

Cboe BYX Exchange, Inc.

C

Cboe BZX Exchange, Inc.

C

Cboe EDGA Exchange, Inc.

C

Cboe EDGX Exchange, Inc.

F

FINRA

I

Investors' Exchange LLC

N

NYSE Arca, Inc.

N

Nasdaq Stock Market

Disclosures

There are no public disclosures for Eric Patrick Olson.
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