Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Marc? Claim Your ProfileMarc Colin Oleary is a financial professional with over 20 years of experience in the financial industry. Marc is currently registered with Woodmen Financial Services, Inc. in Omaha, NE. Marc has held previous positions with Pacific Select Distributors, LLC, Smith Hayes Financial Services Corporation, Kirkpatrick, Pettis, Smith, Polian Inc. and J.B. Oxford & Company. Marc has also held the Series 63, Series 65, Series 7 and Series 24 securities licenses and the SIE exam. Marc is currently registered in the state of Nebraska.
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.
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.
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2
NE
04/09/2018 - Present
Woodmen Financial Services, Inc. (OMAHA NE)
NE
12/14/2004 - 04/10/2018
PACIFIC SELECT DISTRIBUTORS, LLC (OMAHA NE)
NE
06/04/2002 - 04/28/2004
SMITH HAYES FINANCIAL SERVICES CORPORATION (LINCOLN NE)
NE
10/10/1997 - 06/03/2002
KIRKPATRICK, PETTIS, SMITH, POLIAN INC. (OMAHA NE)
CA
02/08/1995 - 05/27/1997
J.B. OXFORD & COMPANY (SHERMAN OAKS CA)
MI
11/21/1994 - 01/12/1995
OLDE DISCOUNT CORPORATION (DETROIT MI)
IA
Issued 01/15/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/25/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/24/1997
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/24/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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