Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Laura? Claim Your ProfileLaura Olson is a financial advisor with Edward Jones. Laura has over 13 years of experience in the financial services industry. Laura holds a Series 7, 9, 10, 24, 63, and 65 licenses and has passed the SIE exam. Laura has been registered with the state of Colorado since 2022 and is registered with the state of Arkansas, Massachusetts, Oregon, Utah, and Washington. Laura previously worked at Thrivent Investment Management Inc., Concorde Investment Services, LLC, Ameriprise Financial Services, LLC, LPL Financial LLC, Wealth Enhancement Brokerage Services, LLC, Ameriprise Financial Services, Inc., AXA Advisors, LLC, CRI Securities, LLC, and Securian Financial Services, Inc. Laura is committed to helping her clients reach 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.
Guidance on pension options to ensure a secure financial future.
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.
See schedule d - miscellaneous
1
2
CO
12/12/2022 - Present
Edward Jones (Fort Collins CO)
MN
05/13/2022 - 11/28/2022
THRIVENT INVESTMENT MANAGEMENT INC. (MINNEAPOLIS MN)
MI
11/19/2021 - 04/14/2022
CONCORDE INVESTMENT SERVICES, LLC (ANN ARBOR MI)
MN
08/15/2016 - 11/03/2021
AMERIPRISE FINANCIAL SERVICES, LLC (Minneapolis MN)
MN
03/28/2014 - 07/26/2016
LPL FINANCIAL LLC (PLYMOUTH MN)
MN
03/31/2014 - 07/11/2016
WEALTH ENHANCEMENT BROKERAGE SERVICES, LLC (PLYMOUTH MN)
MN
11/23/2010 - 03/04/2014
AMERIPRISE FINANCIAL SERVICES, INC. (MINNEAPOLIS MN)
MN
03/23/2010 - 11/17/2010
AXA ADVISORS, LLC (MINNEAPOLIS MN)
MN
12/22/2008 - 03/09/2010
CRI SECURITIES, LLC (MINNEAPOLIS MN)
MN
12/22/2008 - 03/09/2010
SECURIAN FINANCIAL SERVICES, INC. (MINNEAPOLIS MN)
IA
Issued 10/27/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/21/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/07/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/18/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/18/2010
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/19/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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