Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Olson is a financial advisor with over 30 years of experience in the financial services industry. John has been a Registered Representative with LPL Financial LLC since 2006. John is a Series 6, 7, 63 and 65 licensed representative and has been registered in numerous states. Prior to joining LPL Financial, John held positions with a number of firms including New England Securities, Southmark Financial Services, Inc., and Massachusetts Mutual Life Insurance Company. John is dedicated to providing comprehensive financial planning and investment management services to individuals, families, and businesses. John provides his clients with customized solutions and guidance tailored to their specific needs and 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.
Consulting and other non-discretionary advisory services
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
MA
01/12/2006 - Present
LPL Financial LLC (AUBURN MA)
NY
12/23/1991 - 06/08/1993
NEW ENGLAND SECURITIES (NEW YORK NY)
NY
06/30/1987 - 12/18/1991
NEW ENGLAND SECURITIES (NEW YORK NY)
NA
03/04/1986 - 06/17/1987
SOUTHMARK FINANCIAL SERVICES, INC.
NA
11/01/1982 - 03/10/1986
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY
IA
Issued 06/28/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/11/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/21/1986
Series 7 - General Securities Representative Examination
BC
Issued 10/29/1982
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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