Unclaimed
Gary Olson is a financial professional with over 35 years of experience in the industry. He is currently registered with Allstate Financial Services, LLC, and has been with them since 2001. Gary is a licensed Series 7 and Series 63 representative, and holds the SIE designation. Gary is registered in Alabama, Florida, New York and Wisconsin. Previously, Gary held positions at Fortis Investors, Inc., A. G. Edwards & Sons, Inc., Capital Financial Services, Inc., and Charter Securities Corporation. Gary has a long and varied career in the financial services industry and has been serving clients for over three decades.
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
FL
02/19/2008 - Present
Allstate Financial Services, LLC (ORLANDO FL)
WI
05/16/2001 - 12/31/2007
ALLSTATE FINANCIAL SERVICES, LLC (MADISON WI)
MN
03/08/1995 - 08/16/2000
FORTIS INVESTORS, INC. (OAKDALE MN)
MO
07/16/1993 - 12/02/1994
A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)
ND
04/01/1986 - 11/01/1991
CAPITAL FINANCIAL SERVICES, INC. (MINOT ND)
NA
04/29/1982 - 04/08/1986
CHARTER SECURITIES CORPORATION
BC
Issued 04/08/1982
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/17/1982
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Gary Olson is the right advisor for you? Invested Better is here to help.