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Gary Leo Olson

Allstate Financial Services, LLC

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About Gary Leo Olson

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.

Firm Information

Gary Olson is currently registered with Allstate Financial Services, LLC. Allstate Financial Services, LLC, is a Limited Liability Company formed in November 1999. The firm is registered in all 50 states and the District of Columbia.

Not reported

Assets Under Management

Not reported

Total Clients

4,147

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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Gary Olson’s Registration & Firm History

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

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Licenses & Designations

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

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Gary Leo Olson.
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