Unclaimed
James Martin Olsson is a financial advisor based in Alpharetta, GA, working at Stonex Financial Inc. since July 2021. James holds Series 7, 24, 99TO and SIE licenses. James has been in the financial industry since April 2015.
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
GA
07/01/2021 - Present
Stonex Financial Inc. (ALPHARETTA GA)
BC
Issued 01/02/2023
Series 14 - Compliance Officer Examination
BC
Issued 01/12/2015
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 08/04/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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