Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Olsson is a financial advisor with over 25 years of experience in the financial services industry. Jeffrey is registered with Wedbush Securities Inc. Jeffrey holds a Series 6, 7, 24, 51, 63 and 65 licenses, and is currently registered in 20 states. Prior to joining Wedbush Securities Inc., Jeffrey was with Raymond James Financial Services, Inc. and Raymond James & Associates, Inc., providing financial advice to individuals, families, and businesses. Jeffrey is committed to providing his clients with personalized financial advice and guidance to help them 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.
Comprehensive financial plans to help you achieve your personal and business 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.
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
MI
02/03/2017 - Present
Wedbush Securities Inc. (GRAND RAPIDS MI)
MI
03/24/2008 - 12/22/2016
RAYMOND JAMES FINANCIAL SERVICES, INC. (GRAND RAPIDS MI)
MI
06/17/1998 - 03/26/2008
RAYMOND JAMES & ASSOCIATES, INC. (GRAND RAPIDS MI)
MI
05/11/1998 - 09/25/1999
RONEY & CO. (DETROIT MI)
MI
08/05/1996 - 05/11/1998
RONEY & CO. L.L.C. (DETROIT MI)
OH
07/21/1994 - 08/02/1996
FIRST OF AMERICA BROKERAGE SERVICE, INC. (CLEVELAND OH)
IL
06/21/1993 - 08/05/1994
NIKE SECURITIES L.P. (WHEATON IL)
IA
Issued 12/22/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/20/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/06/2009
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 09/22/2008
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/13/1995
Series 7 - General Securities Representative Examination
BC
Issued 05/11/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
M
Miami International Securities Exchange, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Jeffrey Olsson is the right advisor for you? Invested Better is here to help.
