Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Olsen is a financial advisor with Kovack Advisors, Inc., located in Newport Beach, CA. Jeffrey has been in the financial industry since 1994, working for firms such as Capital Investment Group, Inc., Pacific Financial Associates, Inc., John Hancock Distributors LLC, Manulife Wood Logan, Inc., and Wood Logan Distributors, Inc. Jeffrey has specialized in investment strategies, financial planning, and portfolio management for both individuals and businesses. Jeffrey has a wide range of experience and expertise, and is committed to providing personalized financial advice and guidance to his clients.
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.
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.
A percentage of the total value of assets under management is charged.
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CA
02/09/2024 - Present
Kovack Advisors, Inc. (Newport Beach CA)
CA
07/30/2013 - 12/24/2013
CAPITAL INVESTMENT GROUP, INC. (IRVINE CA)
FL
08/19/2008 - 10/13/2011
PACIFIC FINANCIAL ASSOCIATES, INC. (PARKLAND FL)
MA
01/01/2002 - 06/02/2008
JOHN HANCOCK DISTRIBUTORS LLC (BOSTON MA)
CT
11/12/1996 - 01/01/2002
MANULIFE WOOD LOGAN, INC. (STAMFORD CT)
CT
08/02/1994 - 08/30/1996
WOOD LOGAN DISTRIBUTORS, INC. (OLD GREENWICH CT)
IA
Issued 12/21/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/22/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/03/1996
Series 24 - General Securities Principal Examination
BC
Issued 08/01/1994
Series 7 - General Securities Representative Examination
Active
Inactive
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