Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kevin? Claim Your ProfileKevin Paul Olsen is a financial advisor who has been in the industry since 1992. Kevin is currently registered with PFS Investments Inc. and has been with the firm since 2012. Kevin is also registered in the states of California, Oklahoma, Texas, and Washington. Kevin provides financial planning and portfolio management services to individuals and has a large client base.
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.
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.
A percentage of the total value of assets under management is charged.
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CA
03/16/2012 - Present
PFS Investments Inc. (SANTA ANA CA)
IA
Issued 05/09/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/03/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/29/1996
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/21/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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