Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Erik? Claim Your ProfileErik Steven Olson is a financial advisor with over 18 years of experience in the industry. Erik Steven Olson currently works at AQR Investments, LLC, and is registered with the Financial Industry Regulatory Authority (FINRA) as a broker-dealer. Erik Steven Olson's prior roles include positions at Guggenheim Funds Distributors, LLC, Guggenheim Distributors, LLC, Charles Schwab & Co., Inc., and AXA Advisors, LLC. Erik Steven Olson holds the Series 7 and Series 66 securities licenses. Erik Steven Olson's current registration is active in 51 states and the District of Columbia.
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.
1
2
CT
04/03/2024 - Present
AQR Investments, LLC (GREENWICH CT)
IL
03/03/2014 - 03/20/2024
GUGGENHEIM FUNDS DISTRIBUTORS, LLC (CHICAGO IL)
MD
09/05/2013 - 03/03/2014
GUGGENHEIM DISTRIBUTORS, LLC (ROCKVILLE MD)
OK
05/13/2009 - 05/29/2012
CHARLES SCHWAB & CO., INC. (OKLAHOMA CITY OK)
TX
10/25/2005 - 05/06/2009
AXA ADVISORS, LLC (PLANO TX)
BOTH
Issued 10/04/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/24/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Erik Olson is the right advisor for you? Invested Better is here to help.
