Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ladd? Claim Your ProfileLadd Gerald Olsen is a financial advisor with Fidelity Brokerage Services LLC. Ladd has been in the industry since 2000, holds Series 4, 7, 9, 10, 63 and SIE licenses and is currently registered with FINRA and 53 state securities regulators. Ladd's current branch office is located in Salt Lake City, Utah. Prior to joining Fidelity Brokerage Services LLC in 2019, Ladd worked at the firm's American Fork, Utah office from 1997 to 2016.
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.
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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UT
05/03/2019 - Present
Fidelity Brokerage Services LLC (SALT LAKE CITY UT)
UT
11/14/1997 - 09/07/2016
FIDELITY BROKERAGE SERVICES LLC (AMERICAN FORK UT)
BC
Issued 05/10/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/09/2021
Series 4 - Registered Options Principal Examination
BC
Issued 06/11/2009
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 02/20/2009
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 05/03/2019
Series 7TO - General Securities Representative Examination
BC
Issued 09/07/2016
SIE - Securities Industry Essentials Examination
BC
Issued 11/13/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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