Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Heather? Claim Your ProfileHeather Amanda Olson is a financial professional who has been in the industry since 1999. Heather is currently registered with Oneamerica Securities, Inc., in Illinois and has been with the firm since 2017. Heather has also held previous positions at NYLIFE DISTRIBUTORS LLC, LINCOLN FINANCIAL DISTRIBUTORS, INC., ING FUNDS DISTRIBUTOR, INC., and PLANCO FINANCIAL SERVICES, INC. Heather specializes in working with individuals and corporations. Heather has a range of services including Financial Planning, Pension Consulting, Educational Seminars, and Selection of Other Advisors.
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.
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.
A percentage of the total value of assets under management is charged.
1
2
IL
06/12/2017 - Present
Oneamerica Securities, Inc. (Chicago IL)
NJ
04/17/2006 - 02/10/2017
NYLIFE DISTRIBUTORS LLC (JERSEY CITY NJ)
PA
04/03/2001 - 02/03/2006
LINCOLN FINANCIAL DISTRIBUTORS, INC. (RADNOR PA)
DE
04/30/1999 - 11/30/2000
ING FUNDS DISTRIBUTOR, INC. (WILMINGTON DE)
CT
08/03/1998 - 04/23/1999
PLANCO FINANCIAL SERVICES, INC. (HARTFORD CT)
IA
Issued 08/28/2009
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/08/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/09/2000
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/12/2000
Series 7 - General Securities Representative Examination
BC
Issued 07/31/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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