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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lars? Claim Your ProfileLars Alfred Olson is a financial advisor with Sanctuary Advisors, LLC, a firm with offices in Marion, OH and Indianapolis, IN. Lars has been a registered representative for over 29 years and has experience in both the securities and investment advisory industries. Lars holds the Series 7, Series 10, Series 9, Series 31, Series 63, and Series 65 licenses and has earned the designation of Certified Financial Planner. Lars has worked with clients of all types, including individuals, high-net-worth individuals, families, corporations, and charitable organizations. Lars's previous employers include Merrill Lynch, Pierce, Fenner & Smith Incorporated and Paine Webber Incorporated.
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.
A percentage of the total value of assets under management is charged.
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2
OH
01/08/2021 - Present
Sanctuary Advisors, LLC (Marion OH)
OH
12/23/1994 - 01/11/2021
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (MARION OH)
NJ
08/26/1992 - 01/25/1995
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
IA
Issued 09/10/1992
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/01/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/07/2000
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 02/07/2000
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/06/2009
Series 31 - Futures Managed Funds Examination
BC
Issued 08/25/1992
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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