Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mark? Claim Your ProfileMark Olsson is a financial advisor with Cambridge Investment Research, Inc. Mark has over 7 years of experience in the financial services industry. Mark is registered with the Financial Industry Regulatory Authority (FINRA) and the state of California. Mark holds the Series 6, Series 63, and SIE licenses. Mark specializes in helping investors with their financial planning needs.
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
IA
12/06/2022 - Present
Cambridge Investment Research, Inc. (Altoona IA)
TN
06/21/2017 - 12/07/2022
PFS INVESTMENTS INC. (KNOXVILLE TN)
IA
03/31/2015 - 12/31/2016
PFS INVESTMENTS INC. (URBANDALE IA)
BC
Issued 04/09/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/31/2015
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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