Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Janine? Claim Your ProfileJanine Olson is an experienced financial advisor with over 25 years in the industry. Janine has a wide range of experience working with various clients including high-net-worth individuals, corporations, and institutions. Janine is currently registered with Merrill Lynch, Pierce, Fenner & Smith Inc. in several states. Prior to joining Merrill Lynch, Janine worked at Morgan Stanley, Citigroup Global Markets Inc., Morningstar Investment Services, Inc., National Financial Services LLC, and Securities America, Inc. Janine holds a variety of licenses and designations, including Series 7, Series 10, Series 24, Series 63, Series 65, and Series 66. Janine is also a Registered Principal. Janine is committed to providing her clients with personalized financial advice and investment strategies. She is dedicated to helping her 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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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
MA
11/10/2020 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (WELLESLEY HILLS MA)
MA
06/01/2009 - 06/13/2019
MORGAN STANLEY (WELLESLEY MA)
MA
09/25/2008 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (WALTHAM MA)
IL
07/18/2007 - 05/01/2008
MORNINGSTAR INVESTMENT SERVICES, INC. (CHICAGO IL)
MA
09/25/1997 - 08/18/2006
NATIONAL FINANCIAL SERVICES LLC (BOSTON MA)
NE
01/03/1995 - 09/03/1997
SECURITIES AMERICA, INC. (LAVISTA NE)
BOTH
Issued 11/14/2008
Series 66 - Uniform Combined State Law Examination
IA
Issued 06/15/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/06/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 02/21/1995
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/28/1994
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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