Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Faith? Claim Your ProfileFaith Olsen is a financial advisor with LPL Financial LLC, where she has been registered since 2021. Faith has over 35 years of experience in the financial services industry, having previously worked at Mutual Service Corporation, Titan/Value Equities Group, Inc., and Jonathan Alan & Co., Inc. Faith is also a Certified Financial Planner. Faith is registered to provide investment advice in 21 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.
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.
Consulting and other non-discretionary advisory services
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.
1
2
NY
08/03/2021 - Present
LPL Financial LLC (S SETAUKET NY)
NY
03/31/1999 - 09/08/2009
MUTUAL SERVICE CORPORATION (UNIONDALE NY)
CA
05/18/1990 - 03/31/1999
TITAN/VALUE EQUITIES GROUP, INC. (IRVINE CA)
NA
12/02/1986 - 05/18/1990
JONATHAN ALAN & CO., INC.
BC
Issued 11/18/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/12/1991
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/19/1989
Series 7 - General Securities Representative Examination
BC
Issued 01/07/1987
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 11/18/1986
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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