Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kevin? Claim Your ProfileKevin Gregory Olson is a registered representative with Capital Client Group, Inc.. Kevin has been in the industry since 2007 and has worked with several firms prior to joining Capital Client Group, Inc.. Kevin is licensed in 17 states and holds the Series 66, Series 7 and SIE exams. Kevin offers investment advice to individuals, corporations and high-net-worth individuals.
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.
Recommending affiliate as investment adviser of sma assets
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.
As agreed upon in a manner that covers registrant's costs
1
2
IN
07/03/2017 - Present
Capital Client Group, Inc. (CARMEL IN)
IL
07/08/2010 - 01/04/2017
DEUTSCHE AM DISTRIBUTORS, INC. (CHICAGO IL)
IL
01/06/2010 - 06/03/2010
FINANCIAL NETWORK INVESTMENT CORPORATION (CHANNAHON IL)
IL
11/14/2008 - 12/01/2009
PRIMEVEST FINANCIAL SERVICES, INC. (AURORA IL)
IL
07/24/2006 - 11/14/2008
AMERIPRISE FINANCIAL SERVICES, INC. (LOMBARD IL)
BOTH
Issued 08/04/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/21/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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