Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffry? Claim Your ProfileJeffry Olson is a financial advisor with Wells Fargo Advisors Financial Network, LLC, located in Fargo, North Dakota. Jeffry has been in the financial services industry since December 9, 1997, and has a strong track record of serving clients in a variety of areas, including individual investors, corporations, and charitable organizations. Jeffry is registered to provide investment advisory services in multiple states. He holds the Series 7 and Series 66 licenses. Jeffry also holds Series SIE exam.
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.
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.
Investment consulting services to institutional clients
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
ND
09/20/2024 - Present
Wells Fargo Advisors Financial Network, LLC (FARGO ND)
ND
02/26/2009 - 06/26/2013
UBS FINANCIAL SERVICES INC. (FARGO ND)
ND
12/10/1997 - 02/27/2009
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (FARGO ND)
BOTH
Issued 01/30/1998
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/08/1997
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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