Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Olenchalk is a registered investment advisor representative with J.W. Cole Advisors, Inc. Robert has over 20 years of experience in the financial services industry. Robert has held a variety of roles in his career, including positions with Fidelity Brokerage Services LLC, Raymond James & Associates, Inc. and T. Rowe Price Investment Services, Inc. Robert specializes in providing financial advice to a variety of clients, including individuals, businesses and institutions. Robert is also a disc golf professional and a volleyball coach.
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.
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.
Hourly & fixed rate consulting
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
FL
12/05/2023 - Present
J. W. Cole Advisors, Inc. (TAMPA FL)
FL
08/16/2022 - 11/22/2023
IFP SECURITIES, LLC (TAMPA FL)
FL
05/11/2021 - 07/28/2022
FIDELITY BROKERAGE SERVICES LLC (TAMPA FL)
FL
06/15/2016 - 04/28/2021
RAYMOND JAMES FINANCIAL SERVICES, INC. (ST. PETERSBURG FL)
FL
06/15/2016 - 12/05/2017
RAYMOND JAMES & ASSOCIATES, INC. (ST. PETERSBURG FL)
FL
05/04/2015 - 05/23/2016
FIDELITY BROKERAGE SERVICES LLC (TAMPA FL)
FL
09/04/2013 - 04/22/2015
T. ROWE PRICE INVESTMENT SERVICES, INC. (TAMPA FL)
IL
05/10/2011 - 05/06/2013
NEW ENGLAND SECURITIES (AURORA IL)
FL
10/22/2007 - 05/06/2013
METLIFE SECURITIES INC. (TAMPA FL)
FL
09/27/2004 - 09/27/2007
T. ROWE PRICE INVESTMENT SERVICES, INC. (TAMPA FL)
FL
05/26/2004 - 08/26/2004
RAYMOND JAMES & ASSOCIATES, INC. (ST. PETERSBURG FL)
NJ
12/11/2003 - 05/05/2004
PRUDENTIAL INVESTMENT MANAGEMENT SERVICES LLC (NEWARK NJ)
CT
12/17/1999 - 12/17/2003
AMERICAN SKANDIA MARKETING, INC. (SHELTON CT)
NJ
12/03/1997 - 03/23/1998
FIRST INVESTORS CORPORATION (EDISON NJ)
BOTH
Issued 09/13/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/02/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/29/2017
Series 53 - Municipal Securities Principal Examination
BC
Issued 05/05/2017
Series 4 - Registered Options Principal Examination
BC
Issued 06/30/2016
Series 24 - General Securities Principal Examination
BC
Issued 12/01/2015
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 09/29/2015
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/30/2004
Series 7 - General Securities Representative Examination
BC
Issued 12/02/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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