Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Olson is a financial advisor with Ameriprise Financial Services, LLC, a firm with over 100 years of experience in the financial services industry. James has been working in the financial services industry since 1987 and has a wide range of experience in providing financial advice to individuals, families, and businesses. James is committed to providing personalized financial advice that meets the unique needs of each client. James holds a variety of licenses and certifications, including the Series 66, Series 65, and Series 7. James is a registered representative of Ameriprise Financial Services, LLC. Ameriprise Financial Services, LLC, is a registered investment advisor.
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.
Asset allocation services
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
MN
02/10/2022 - Present
Ameriprise Financial Services, LLC (MINNEAPOLIS MN)
MN
10/20/1999 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
MN
08/19/1998 - 11/12/1999
LIFEUSA SECURITIES, INC. (MINNEAPOLIS MN)
MN
01/03/1995 - 03/24/1998
R.J. STEICHEN & COMPANY (MINNEAPOLIS MN)
MN
02/09/1989 - 01/04/1995
WESTONKA INVESTMENTS, INC. (MINNETONKA MN)
NA
04/29/1987 - 02/06/1989
AMERICAN EXPRESS FINANCIAL ADVISORS INC.
BOTH
Issued 05/10/2012
Series 66 - Uniform Combined State Law Examination
IA
Issued 05/20/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/28/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/27/2008
Series 4 - Registered Options Principal Examination
BC
Issued 01/19/1996
Series 27 - Financial and Operations Principal Examination
BC
Issued 03/05/1991
Series 53 - Municipal Securities Principal Examination
BC
Issued 03/31/1989
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/25/1987
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure James Olson is the right advisor for you? Invested Better is here to help.
