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Joshua John Olson

Calamos Financial Services LLC

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About Joshua John Olson

Joshua Olson is a registered representative with Calamos Financial Services LLC. Joshua began his career in the financial services industry on July 25, 1999. Joshua holds the Series 6, 7, 24, and 63 licenses. He is registered in the state of Illinois. Joshua has previous experience with Fifth Third Securities, Inc. and Scudder Distributors, Inc.

Firm Information

Joshua Olson is currently registered with Calamos Financial Services LLC. Calamos Financial Services LLC is a Limited Liability Company formed on September 15, 2004. The firm is registered in 53 states and the District of Columbia, as well as with the Securities and Exchange Commission.

Not reported

Assets Under Management

Not reported

Total Clients

83

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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Joshua Olson’s Registration & Firm History

IL

06/01/2006 - Present

Calamos Financial Services LLC (NAPERVILLE IL)

OH

11/23/2004 - 05/26/2006

FIFTH THIRD SECURITIES, INC. (CINCINNATI OH)

IL

01/21/1999 - 05/25/2004

SCUDDER DISTRIBUTORS, INC. (CHICAGO IL)

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Licenses & Designations

BC

Issued 02/24/1999

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 12/06/2011

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/15/2006

Series 7 - General Securities Representative Examination

BC

Issued 01/20/1999

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Joshua John Olson.
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