Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Linda? Claim Your ProfileLinda Oleson is a financial advisor who has been in the industry since 1988. She has a strong background in investments and financial planning. Linda is currently registered with Western International Securities, Inc. and has previously held positions with Merrill Lynch, Pierce, Fenner & Smith Incorporated, Smith Barney Inc., Lehman Brothers Inc. and Baraban Securities, Inc. Linda is committed to providing her clients with personalized financial advice and guidance. She is dedicated 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.
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
CA
05/22/2008 - Present
Western International Securities, Inc. (Westlake Village CA)
CA
12/23/1996 - 05/25/2007
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (BEVERLY HILLS CA)
NY
07/31/1993 - 12/10/1996
SMITH BARNEY INC. (NEW YORK NY)
NY
06/03/1988 - 07/31/1993
LEHMAN BROTHERS INC. (NEW YORK NY)
NA
04/21/1988 - 05/09/1988
BARABAN SECURITIES, INC.
IA
Issued 03/18/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/01/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/16/1988
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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