Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Richard? Claim Your ProfileRichard Olson is a financial advisor with over 15 years of experience in the industry. He is currently registered with Lincoln International LLC and holds Series 7, Series 24, and Series 63 licenses. Richard has previously worked at Duff & Phelps Securities LLC and DawnTreader Capital LLC. His experience spans a wide range of financial services including investment banking, capital markets, and mergers & acquisitions.
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.
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.
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IL
05/07/2020 - Present
Lincoln International LLC (CHICAGO IL)
IL
09/20/2017 - 06/25/2019
DUFF & PHELPS SECURITIES LLC (CHICAGO IL)
NJ
06/29/2009 - 12/31/2011
DAWNTREADER CAPITAL LLC (WEST ORANGE NJ)
BC
Issued 12/01/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/10/2018
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/20/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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