Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Douglas Olesen is a financial advisor with LPL Financial LLC. Michael has been in the industry since March 24, 1987 and is registered in several states including Illinois, Arizona, California, Florida, Indiana, Missouri, North Carolina, South Carolina, and Virginia. Michael is also registered with FINRA and is a registered investment advisor in Illinois. Michael previously worked with NATIONAL PLANNING CORPORATION, WALNUT STREET SECURITIES, INC., AEGON USA SECURITIES INC., and GENEVA SECURITIES,INC.
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
IL
06/28/2022 - Present
LPL Financial LLC (GENEVA IL)
IL
05/31/2003 - 07/31/2012
NATIONAL PLANNING CORPORATION (GENEVA IL)
CA
04/03/1998 - 06/03/2003
WALNUT STREET SECURITIES, INC. (EL SEGUNDO CA)
IA
09/12/1991 - 04/03/1998
AEGON USA SECURITIES INC. (CEDAR RAPIDS IA)
IL
03/25/1987 - 09/17/1991
GENEVA SECURITIES,INC. (SCHAUMBURG IL)
BOTH
Issued 08/19/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/10/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/06/1990
Series 24 - General Securities Principal Examination
BC
Issued 10/02/1989
Series 4 - Registered Options Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/21/1987
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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