Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Olga? Claim Your ProfileOlga Garton is a financial advisor registered with Osaic Wealth, Inc. with over 13 years of experience in the industry. Olga holds Series 63, 65, and 7 licenses as well as the SIE. She provides financial planning, investment advice, and portfolio management services to individuals and businesses. Olga is also a board member and treasurer for the Rotary Club of Folsom. Olga's commitment to her clients and the community is evident in her dedication to providing personalized financial advice and supporting local initiatives.
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.
A percentage of the total value of assets under management is charged.
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2
CA
06/19/2024 - Present
Osaic Wealth, Inc. (FOLSOM CA)
CA
03/14/2018 - 06/14/2024
SECURITIES AMERICA, INC. (FOLSOM CA)
CA
03/04/2011 - 03/21/2018
WADDELL & REED (SACRAMENTO CA)
IA
Issued 9/6/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 7/28/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 3/3/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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