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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jane? Claim Your ProfileJane Olson is a financial advisor at Wells Fargo Clearing Services, LLC, with over 29 years of experience in the industry. She specializes in providing investment advisory services to individuals, families, and businesses. Olson has a wide range of experience in financial planning, portfolio management, and investment consulting, working with both retail and institutional clients. Olson holds a Series 7, Series 10, Series 24, Series 63, and Series 66 license and is a registered representative in multiple states.
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.
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.
Investment consulting services to institutional clients
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
CA
08/31/2017 - Present
Wells Fargo Clearing Services, LLC (SAN LUIS OBISPO CA)
CA
07/19/1995 - 10/13/2000
PLANMEMBER SECURITIES CORPORATION (CARPINTERIA CA)
MN
01/18/1993 - 09/30/1994
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
01/18/1993 - 09/30/1994
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 11/14/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/13/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/12/2003
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 03/05/2003
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 04/13/1998
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/12/1993
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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