Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Katherine? Claim Your ProfileKatherine Olson is a financial advisor who has been working in the industry since January 27, 2018. Katherine is currently registered with Cambridge Investment Research Advisors, Inc. and has been working with the firm since May 2022. Previously, Katherine was registered with Commonwealth Financial Network and MML Investors Services, LLC. Katherine Olson holds the Series 7, Series 66 and SIE licenses. Katherine has a wide range of experience in financial planning, portfolio management, and investment advice. Katherine is committed to providing her clients with the highest level of service and helping 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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Solicitation fees from 3rd party money managers
1
2
OH
05/24/2022 - Present
Cambridge Investment Research Advisors, Inc. (GAHANNA OH)
CA
07/09/2019 - 05/09/2022
COMMONWEALTH FINANCIAL NETWORK (Sacramento CA)
CA
12/13/2017 - 06/06/2019
MML INVESTORS SERVICES, LLC (SACRAMENTO CA)
BOTH
Issued 04/13/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/13/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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