Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kevin? Claim Your ProfileKevin William Olson is a financial advisor with over 27 years of experience in the industry. Currently, Kevin works at Charles Schwab & Co., Inc. Kevin has held prior roles with PNC INVESTMENTS, AVANTAX INVESTMENT SERVICES, INC., PACIFIC SELECT DISTRIBUTORS, LLC, PLANCO FINANCIAL SERVICES, LLC, FARMERS FINANCIAL SOLUTIONS, LLC, SCUDDER DISTRIBUTORS, INC., COVA LIFE SALES COMPANY, and VAN KAMPEN FUNDS INC. Kevin is licensed in all 50 states for both securities and investment advisory services. Kevin's areas of specialization include financial planning, investment management, and selection of other advisors. Kevin is passionate about helping clients 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.
Helps you choose top advisors aligned with your financial goals.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
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2
TX
07/06/2023 - Present
Charles Schwab & CO., Inc. (Westlake TX)
TX
08/26/2022 - 06/02/2023
PNC INVESTMENTS (MCKINNEY TX)
TX
07/06/2020 - 08/26/2022
AVANTAX INVESTMENT SERVICES, INC. (DALLAS TX)
CA
01/22/2008 - 01/06/2020
PACIFIC SELECT DISTRIBUTORS, LLC (NEWPORT BEACH CA)
CT
12/07/2004 - 01/11/2008
PLANCO FINANCIAL SERVICES, LLC (HARTFORD CT)
CA
10/21/2004 - 11/22/2004
FARMERS FINANCIAL SOLUTIONS, LLC (WESTLAKE VILLAGE CA)
IL
01/14/2000 - 05/25/2004
SCUDDER DISTRIBUTORS, INC. (CHICAGO IL)
IL
02/18/1999 - 10/15/1999
COVA LIFE SALES COMPANY (OAKBROOK TERRACE IL)
TX
04/08/1994 - 02/11/1999
VAN KAMPEN FUNDS INC. (HOUSTON TX)
BOTH
Issued 10/08/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/24/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/21/1995
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/13/1997
Series 7 - General Securities Representative Examination
BC
Issued 04/07/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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