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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Lynn Olson is an investment advisor representative for Cambridge Investment Research Advisors, Inc., working out of the Rockville, MD branch office. Jeffrey has been in the industry since June 2002 and has a Series 7, 24, 63, and 65 license. Jeffrey also has experience with CADARET, GRANT & CO., INC. and MORGAN STANLEY SMITH BARNEY. Jeffrey Olson provides financial planning, pension consulting, educational seminars, market timing services, and selection of other advisors services to clients. Jeffrey has been registered as an investment advisor representative in 19 states.
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.
Solicitation fees from 3rd party money managers
1
2
MD
03/06/2019 - Present
Cambridge Investment Research Advisors, Inc. (Rockville MD)
MD
02/10/2010 - 03/04/2019
CADARET, GRANT & CO., INC. (Rockville MD)
IA
06/01/2009 - 03/08/2010
MORGAN STANLEY SMITH BARNEY (SIOUX CITY IA)
IA
06/24/2002 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (SIOUX CITY IA)
IA
Issued 08/01/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/17/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/01/2011
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/21/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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