Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Loy? Claim Your ProfileLoy Olson is a financial advisor who has been in the industry since 1977. Loy is currently registered with Stifel, Nicolaus & Company, Inc. and has previously worked with WELLS FARGO ADVISORS, LLC and A. G. EDWARDS & SONS, INC. Loy is registered in 31 states and holds several licenses, including Series 3, 7, 8, 9, 10, 63, and 65. Loy specializes in portfolio management for individuals, businesses, and pooled investment vehicles.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
NE
03/26/2015 - Present
Stifel, Nicolaus & Company, Inc. (OMAHA NE)
NE
01/01/2008 - 10/01/2010
WELLS FARGO ADVISORS, LLC (LINCOLN NE)
NE
08/14/1978 - 01/03/2008
A. G. EDWARDS & SONS, INC. (LINCOLN NE)
NA
01/03/1977 - 09/18/1978
ELLIS, HOLYOKE & CO.
IA
Issued 03/31/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/29/1980
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 05/29/1992
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/04/1996
Series 3 - National Commodity Futures Examination
BC
Issued 10/05/1979
PC - AMEX Put and Call Exam
BC
Issued 12/18/1976
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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