Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Martin? Claim Your ProfileMartin Olson is a registered representative with Equity Services, Inc. Martin has been in the securities industry since April 1999. Martin Olson has a total of 19 state registrations. Martin Olson is registered with the state of Utah as both a broker-dealer and an investment advisor. Martin is also registered with the Financial Industry Regulatory Authority (FINRA). Martin Olson specializes in providing financial planning, pension consulting and portfolio management services to individuals, corporations and pension plans.
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.
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.
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2
UT
07/19/2007 - Present
Equity Services, Inc. (SALT LAKE CITY UT)
BOTH
Issued 01/17/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/24/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/03/2006
Series 7 - General Securities Representative Examination
BC
Issued 09/28/2003
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 04/24/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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