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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Richard? Claim Your ProfileRichard Olsson is an investment advisor representative at Fisher Investments. Richard has been in the industry for more than 10 years. He has a Series 7, Series 63, and Series 65 license. Richard has worked at several financial institutions, including Wells Fargo Clearing Services, LLC, Park Avenue Securities LLC, and PFS Investments Inc. He has experience working with a wide range of clients, including individuals, high-net-worth individuals, corporations, and charitable organizations. Richard specializes in portfolio management, financial planning, and portfolio assessment.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Portfolio assessment
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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TX
10/04/2023 - Present
Fisher Investments (PLANO TX)
NJ
08/02/2016 - 11/28/2018
WELLS FARGO CLEARING SERVICES, LLC (WARREN NJ)
NJ
07/15/2015 - 08/22/2016
PARK AVENUE SECURITIES LLC (CRANFORD NJ)
NJ
10/09/2013 - 12/31/2014
PFS INVESTMENTS INC. (OAKLAND NJ)
NY
05/23/2012 - 06/29/2012
JOHN THOMAS FINANCIAL (NEW YORK NY)
IA
Issued 07/21/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/15/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/22/2012
Series 7 - General Securities Representative Examination
Active
Inactive
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