Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ray? Claim Your ProfileRay Olson is a financial advisor and has been working in the industry since 1998. Ray has a long history of working with individual investors and families, and has a deep understanding of financial planning and investment management. Ray currently works with Kestra Advisory Services, LLC. Prior to joining Kestra, Ray was a financial advisor at Transamerica Financial Advisors, Inc. Ray is registered with both FINRA and the SEC, and holds the following licenses: Series 63, Series 65, Series 7 and Series 24. Ray is committed to providing personalized financial advice to help clients reach 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.
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
VA
07/21/2016 - Present
Kestra Advisory Services, LLC (Richmond VA)
VA
05/13/2016 - 07/27/2016
SIGNATOR INVESTORS, INC. (MIDLOTHIAN VA)
VA
10/01/1998 - 05/13/2016
TRANSAMERICA FINANCIAL ADVISORS, INC (MIDLOTHIAN VA)
IA
Issued 11/23/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/23/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/02/2002
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/30/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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