Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Olmsted is a financial advisor with UBS Financial Services Inc. Michael has been in the financial industry since 1993. Michael holds the Series 7, Series 63 and Series 65 licenses. Michael also holds the SIE license. Michael has worked at several financial institutions including CREDIT SUISSE SECURITIES (USA) LLC, DONALDSON, LUFKIN & JENRETTE SECURITIES CORPORATION, CREDIT SUISSE FIRST BOSTON CORPORATION, and SMITH BARNEY INC.. Michael is registered in over 40 states as an investment advisor and broker.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
See schedule d - miscellaneous
1
2
GA
12/09/2015 - Present
UBS Financial Services Inc. (ATLANTA GA)
GA
01/17/2003 - 12/28/2015
CREDIT SUISSE SECURITIES (USA) LLC (ATLANTA GA)
NJ
12/18/1995 - 01/17/2003
DONALDSON, LUFKIN & JENRETTE SECURITIES CORPORATION (JERSEY CITY NJ)
NY
11/03/2000 - 09/16/2002
CREDIT SUISSE FIRST BOSTON CORPORATION (NEW YORK NY)
NY
09/28/1993 - 01/12/1996
SMITH BARNEY INC. (NEW YORK NY)
IA
Issued 07/18/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/07/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/08/1993
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Michael Olmsted is the right advisor for you? Invested Better is here to help.
