Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Isaac? Claim Your ProfileIsaac Olson is a registered representative with Raymond James Financial Services, Inc. in ROY, UT. Isaac has been in the industry since January 2022 and holds Series 6, 7, 63 and SIE licenses. Isaac previously worked for Fidelity Brokerage Services LLC.
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.
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2
UT
08/24/2023 - Present
Raymond James Financial Services, Inc. (ROY UT)
UT
01/04/2022 - 08/10/2023
FIDELITY BROKERAGE SERVICES LLC (SALT LAKE CITY UT)
BC
Issued 02/15/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/18/2022
Series 7TO - General Securities Representative Examination
BC
Issued 01/04/2022
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 09/16/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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