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 professional with over 25 years of experience in the industry. John is currently registered with Wells Fargo Clearing Services, LLC in Summit, NJ and is a Registered Representative and Investment Advisor Representative. John specializes in providing financial planning and investment management services to individuals, corporations, and institutions. He has a wide range of experience in the financial services industry, including working with Morgan Stanley DW Inc. and Wells Fargo Advisors, LLC. John 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.
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.
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2
NJ
03/11/2024 - Present
Wells Fargo Clearing Services, LLC (SUMMIT NJ)
NJ
05/25/2018 - 09/25/2023
WELLS FARGO CLEARING SERVICES, LLC (SHORT HILLS NJ)
NE
07/17/2015 - 06/02/2016
NORTHERN LIGHTS DISTRIBUTORS, LLC (ELKHORN NE)
ME
01/11/2013 - 09/16/2014
QUASAR DISTRIBUTORS, LLC (PORTLAND ME)
NJ
11/29/2006 - 11/15/2012
WELLS FARGO ADVISORS, LLC (SHORT HILLS NJ)
NJ
05/31/1994 - 10/24/2006
MORGAN STANLEY DW INC. (PARAMUS NJ)
IA
Issued 10/22/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/17/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/12/2001
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 04/03/2001
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/01/1994
Series 31 - Futures Managed Funds Examination
BC
Issued 05/27/1994
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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