Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Marla? Claim Your ProfileMarla Olsen is a financial advisor at Wells Fargo Advisors Financial Network, LLC. Marla has been in the financial industry since 2001. Marla is registered with the state of Nebraska and Texas. Marla specializes in providing investment advisory services to individuals, businesses, and institutional clients.
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.
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.
Investment consulting services to institutional clients
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.
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NE
10/20/2022 - Present
Wells Fargo Advisors Financial Network, LLC (OMAHA NE)
NE
11/04/2005 - 10/20/2022
WELLS FARGO CLEARING SERVICES, LLC (OMAHA NE)
NY
04/04/2001 - 11/17/2005
RBC DAIN RAUSCHER INC. (NEW YORK NY)
IA
Issued 02/23/2016
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 08/09/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/17/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/03/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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