Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Melissa? Claim Your ProfileMelissa Jacquelyn Olson is a financial advisor with LPL Financial LLC, a leading independent broker-dealer and registered investment advisor. Melissa has over 9 years of experience in the financial services industry and is dedicated to providing her clients with personalized financial advice and guidance. Melissa holds the Series 7 and Series 63 licenses, and is also a Registered Representative with LPL Financial LLC. She is committed to helping her 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.
Consulting and other non-discretionary advisory services
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
WI
03/10/2020 - Present
LPL Financial LLC (MILWAUKEE WI)
WI
11/26/2018 - 11/29/2019
U.S. BANCORP INVESTMENTS, INC. (GERMANTOWN WI)
WI
11/28/2017 - 06/06/2018
BMO HARRIS FINANCIAL ADVISORS, INC. (MILWAUKEE WI)
WI
01/05/2011 - 05/26/2016
THRIVENT INVESTMENT MANAGEMENT INC. (LA CROSSE WI)
BC
Issued 02/01/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/06/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/04/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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