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 professional with over 10 years of experience in the industry. James is currently registered with M Holdings Securities, Inc. and has been employed there since 2009. James is also a registered representative of the firm and holds the Series 6, 7, 63 and 65 securities licenses and the SIE exam. James specializes in financial planning, pension consulting, educational seminars and portfolio management for individuals and businesses. Prior to joining M Holdings Securities, Inc., James was an Account Manager with Swartzbaugh-Farber & Associates, Inc. in Omaha, NE. James is committed to providing personalized financial advice and services to help clients achieve their financial goals.
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.
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2
NE
07/07/2016 - Present
M Holdings Securities, Inc. (OMAHA NE)
IA
Issued 07/07/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/14/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/04/2016
Series 7 - General Securities Representative Examination
BC
Issued 12/14/2009
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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