Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gregory? Claim Your ProfileGregory Olsen is a financial professional with over 25 years of experience in the financial services industry. Gregory has held various roles in the industry, including positions with Van Kampen Funds Inc., Calamos Financial Services LLC, and Everen Securities, Inc. Gregory is currently registered with First Trust Portfolios LP and is Series 7, Series 24, and Series 63 licensed. Gregory has a strong understanding of the financial markets and is committed to providing his clients with personalized financial advice.
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
IL
06/15/2010 - Present
First Trust Portfolios LP (WHEATON IL)
IL
06/01/2010 - 06/17/2010
INVESCO DISTRIBUTORS, INC. (OAKBROOK TERRACE IL)
IL
01/16/2007 - 06/01/2010
VAN KAMPEN FUNDS INC. (OAKBROOK TERRACE IL)
IL
05/18/2005 - 01/08/2007
CALAMOS FINANCIAL SERVICES LLC (NAPERVILLE IL)
TX
04/21/1999 - 03/16/2005
VAN KAMPEN FUNDS INC. (HOUSTON TX)
IL
02/02/1997 - 04/13/1999
KEMPER DISTRIBUTORS, INC. (CHICAGO IL)
MO
07/15/1996 - 12/17/1996
EVEREN SECURITIES, INC. (ST. LOUIS MO)
BC
Issued 08/26/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/24/2002
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/12/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Gregory Olsen is the right advisor for you? Invested Better is here to help.
