Unclaimed
John Olson is a financial advisor who has been in the industry since 2019. John is currently registered with Kestra Investment Services, LLC and is licensed to provide investment advice in Texas. John previously worked at Robinhood Financial, LLC and Morgan Stanley. John has a Series 66, Series 24, and Series 7TO licenses.
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.
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.
1
2
TX
07/18/2024 - Present
Kestra Investment Services, LLC (AUSTIN TX)
AZ
11/03/2020 - 08/08/2022
ROBINHOOD FINANCIAL, LLC (Tempe AZ)
AZ
07/25/2019 - 11/12/2020
MORGAN STANLEY (GILBERT AZ)
BOTH
Issued 10/10/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/27/2021
Series 24 - General Securities Principal Examination
BC
Issued 07/25/2019
Series 7TO - General Securities Representative Examination
BC
Issued 06/22/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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