Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Leif? Claim Your ProfileLeif David Olson is a financial advisor with over 30 years of experience in the industry. Leif is currently registered with Wells Fargo Clearing Services, LLC and has previously worked with Morgan Stanley, Merrill Lynch, Pierce, Fenner & Smith Incorporated and PaineWebber Incorporated. Leif holds multiple licenses including Series 7, Series 31, Series 63, and Series 65. Leif provides a variety of financial services, including portfolio management for individuals and businesses, financial planning, and investment consulting services to institutional clients.
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.
Investment consulting services to institutional clients
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
FL
06/12/2020 - Present
Wells Fargo Clearing Services, LLC (SARASOTA FL)
FL
03/26/2010 - 06/18/2020
MORGAN STANLEY (SARASOTA FL)
FL
12/23/1994 - 03/30/2010
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (BRADENTON FL)
NJ
01/30/1993 - 01/25/1995
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
NA
09/29/1992 - 01/13/1993
J. GREGORY & COMPANY, INC.
IA
Issued 03/30/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/22/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/14/2007
Series 31 - Futures Managed Funds Examination
BC
Issued 09/28/1992
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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