Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mark? Claim Your ProfileMark Olsen is a financial advisor with over 40 years of experience in the industry. Mark is currently registered with D.a. Davidson & Co. and is licensed to provide investment advice in multiple states. Mark holds a variety of licenses and designations, including the Series 3, 7, 9, 10, 63, and 66. Prior to joining D.a. Davidson & Co. Mark worked at Wells Fargo Advisors, LLC, and A. G. Edwards & Sons, Inc. Mark specializes in providing financial advice to individuals, families, and businesses. Mark is dedicated to helping clients achieve 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
OR
02/26/2019 - Present
D.a. Davidson & Co. (LAKE OSWEGO OR)
OR
01/01/2008 - 05/01/2012
WELLS FARGO ADVISORS, LLC (PORTLAND OR)
OR
06/30/1983 - 01/03/2008
A. G. EDWARDS & SONS, INC. (PORTLAND OR)
NA
07/10/1979 - 07/01/1983
HAMMERBECK AND COMPANY, INC.
NA
06/25/1979 - 08/19/1979
SHEARSON LOEB RHOADES INC.
NA
03/17/1978 - 06/25/1979
LOEB PARTNERS
NA
02/24/1978 - 09/02/1978
DEAN WITTER REYNOLDS INC.
NA
08/21/1975 - 02/24/1978
REYNOLDS SECURITIES, INC.
BOTH
Issued 04/01/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/22/1986
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 12/10/1986
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/14/2003
Series 3 - National Commodity Futures Examination
BC
Issued 08/16/1975
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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