Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Olson is a financial advisor with over 35 years of experience in the financial services industry. Robert is registered with Merrill Lynch, Pierce, Fenner & Smith Inc. Robert has also worked at BANC OF AMERICA INVESTMENT SERVICES, INC. and PRUDENTIAL SECURITIES INCORPORATED. Robert provides a variety of financial services to his clients, including investment advice, portfolio management, and financial planning. Robert specializes in working with individuals, corporations, and institutions.
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.
Guidance on pension options to ensure a secure financial future.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
CA
10/23/2009 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (ENCINO CA)
CA
06/24/2002 - 10/23/2009
BANC OF AMERICA INVESTMENT SERVICES, INC. (GLENDALE CA)
NY
09/25/2000 - 12/21/2001
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
MO
04/26/1994 - 10/24/2000
FIRST UNION SECURITIES, INC. (ST. LOUIS MO)
NY
12/16/1991 - 05/11/1994
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NY
03/03/1991 - 12/02/1991
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
NA
08/28/1990 - 03/19/1991
LEHMAN BROTHERS INC.
NY
03/08/1988 - 03/19/1991
LEHMAN BROTHERS INC. (NEW YORK NY)
NA
05/12/1989 - 07/26/1990
BATEMAN EICHLER, HILL RICHARDS, INCORPORATED
NA
11/22/1988 - 01/31/1989
M.L. STERN & CO. INC.
NA
11/30/1984 - 03/01/1988
PAULSON INVESTMENT COMPANY, INC.
IA
Issued 10/11/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/24/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/17/1984
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Robert Olson is the right advisor for you? Invested Better is here to help.
