Unclaimed
John Olson is a financial advisor with over 40 years of experience in the industry. John is registered with Cetera Investment Advisers LLC and has a strong background in providing financial advice to individuals, families, and businesses. John is a Registered Representative (Series 7, Series 66, Series 24) and a Registered Investment Advisor. John has held previous positions at Tower Square Securities, Inc., Advantage Capital Corporation, Aetna Investment Services, LLC, Travelers Equities Sales, Inc. and Aetna Life Insurance and Annuity Company. John is committed to providing personalized financial advice that meets the unique needs of each client.
TALLAHASSEE, FL
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.
A percentage of the total value of assets under management is charged.
1
2
FL
06/29/2023 - Present
Cetera Investment Advisers LLC (TALLAHASSEE FL)
FL
11/19/2002 - 09/03/2013
TOWER SQUARE SECURITIES, INC. (TALLAHASSEE FL)
GA
08/15/1994 - 11/18/2002
ADVANTAGE CAPITAL CORPORATION (ATLANTA GA)
CT
10/15/1993 - 10/02/2001
AETNA INVESTMENT SERVICES, LLC (WINDSOR CT)
CA
07/02/1979 - 08/15/1994
TRAVELERS EQUITIES SALES, INC. (EL SEGUNDO CA)
CT
06/19/1983 - 10/15/1993
AETNA LIFE INSURANCE AND ANNUITY COMPANY (HARTFORD CT)
BOTH
Issued 5/23/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 5/4/2001
Series 24 - General Securities Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/16/1985
Series 7 - General Securities Representative Examination
BC
Issued 6/28/1979
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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