Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lauren? Claim Your ProfileLauren Elizabeth Olson is a financial advisor with Dimensional Fund Advisors LP and has been working in the financial industry since 2015. Lauren is a Registered Representative and Investment Advisor Representative. Lauren Olson holds a Series 66, Series 24, SIE, and Series 7 licenses and is registered in all 50 states, District of Columbia, and Puerto Rico. Lauren works with high net worth individuals, investment companies, pooled investment vehicles, state or municipal government entities, sovereign wealth funds and foreign official institutions.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
NC
12/15/2015 - Present
Dimensional Fund Advisors LP (CHARLOTTE NC)
BOTH
Issued 12/14/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/03/2021
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/01/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Lauren Olson is the right advisor for you? Invested Better is here to help.
