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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeff? Claim Your ProfileJeff Olbina has been in the financial services industry since August 12, 1992. Jeff is currently registered with PNC Investments as a Registered Representative and Investment Advisor Representative. Prior to joining PNC Investments, Jeff was associated with LPL Financial LLC, CUNA Brokerage Services, Inc., CUSO Financial Services, L.P., KEY INVESTMENT SERVICES LLC, M&I FINANCIAL ADVISORS, INC, PRIMEVEST FINANCIAL SERVICES, INC., CHASE INVESTMENT SERVICES CORP., BANC ONE SECURITIES CORPORATION, FIFTH THIRD SECURITIES, INC., RAYMOND JAMES & ASSOCIATES, INC., ROBERT W. BAIRD & CO. INCORPORATED, and PRUDENTIAL SECURITIES INCORPORATED. Jeff holds Series 7 and Series 63 securities licenses and is also a Series 65 investment advisor representative. Jeff specializes in providing financial planning services to individuals, businesses, and retirement plans. Jeff is dedicated to providing his clients with personalized financial advice and guidance.
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.
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.
A percentage of the total value of assets under management is charged.
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2
IN
05/23/2024 - Present
PNC Investments (INDIANAPOLIS IN)
IN
05/18/2022 - 05/17/2024
LPL FINANCIAL LLC (Indianapolis IN)
IN
02/12/2016 - 05/18/2022
CUNA BROKERAGE SERVICES, INC. (Indianapolis IN)
IN
07/05/2013 - 02/09/2016
CUSO FINANCIAL SERVICES, L.P. (INDIANAPOLIS IN)
IN
02/18/2010 - 07/02/2013
KEY INVESTMENT SERVICES LLC (ANDERSON IN)
IN
07/09/2008 - 02/24/2010
M&I FINANCIAL ADVISORS, INC (INDIANAPOLIS IN)
IN
04/25/2008 - 07/11/2008
PRIMEVEST FINANCIAL SERVICES, INC. (INDIANAPOLIS IN)
IN
07/06/2005 - 04/15/2008
CHASE INVESTMENT SERVICES CORP. (INDIANAPOLIS IN)
IL
05/18/2004 - 07/06/2005
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
OH
02/11/2003 - 05/11/2004
FIFTH THIRD SECURITIES, INC. (CINCINNATI OH)
FL
06/15/2001 - 02/20/2003
RAYMOND JAMES & ASSOCIATES, INC. (ST. PETERSBURG FL)
WI
11/03/1995 - 06/28/2001
ROBERT W. BAIRD & CO. INCORPORATED (MILWAUKEE WI)
NY
07/20/1992 - 11/16/1995
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
IA
Issued 07/13/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/01/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/17/1992
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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