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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Janet? Claim Your ProfileJanet Lynn Olson is a financial advisor with over 30 years of experience in the industry. Currently registered with Wells Fargo Clearing Services, LLC, Janet has a broad range of experience working with clients, including high net worth individuals, corporations, and charitable organizations. She offers a variety of services including financial planning, investment management and portfolio management. Janet holds licenses in Florida and Minnesota, and has a history of working at Wells Fargo, and other firms including Dean Witter Reynolds Inc. and Wells Fargo Brokerage Services.
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.
1
2
FL
11/15/2013 - Present
Wells Fargo Clearing Services, LLC (NAPLES FL)
MN
12/13/2000 - 01/03/2011
WELLS FARGO INVESTMENTS, LLC (DULUTH MN)
MN
10/20/1989 - 12/13/2000
WELLS FARGO BROKERAGE SERVICES, L.L.C. (MINNEAPOLIS MN)
NY
02/23/1988 - 09/28/1989
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
BOTH
Issued 09/17/2012
Series 66 - Uniform Combined State Law Examination
IA
Issued 05/13/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/05/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/03/2000
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 06/08/2000
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 11/19/1997
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 02/20/1988
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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