Unclaimed
Rajan Olson is a financial advisor with over 3 years of experience in the industry. Rajan is currently registered with Fifth Third Securities, Inc.. Rajan has previously been registered with J.P. MORGAN SECURITIES LLC, OPPENHEIMER & CO. INC., PIPER SANDLER & CO.. Rajan has passed the Series 63, Series 79TO, Series 7TO, SIE exams. Rajan also holds the no known designation. Rajan specializes in brokerage services, assisting clients with investment strategies and market analysis.
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.
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.
Sponsor wrap fee program
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.
A percentage of the total value of assets under management is charged.
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2
NY
08/13/2024 - Present
Fifth Third Securities, Inc. (NEW YORK NY)
NY
02/10/2022 - 01/16/2023
J.P. MORGAN SECURITIES LLC (NEW YORK NY)
NY
12/01/2020 - 01/19/2022
PIPER SANDLER & CO. (NEW YORK NY)
NY
09/20/2019 - 12/04/2020
OPPENHEIMER & CO. INC. (NEW YORK NY)
BC
Issued 4/15/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 8/14/2020
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 9/20/2019
Series 7TO - General Securities Representative Examination
BC
Issued 7/24/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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