Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Michael Olsen is a financial advisor who has been in the industry for over 15 years. He is currently registered with Advisors Capital Management, LLC in California. Robert is also a registered investment advisor with the state of California. Previously, Robert was registered with Royal Alliance Associates, Inc. and Signator Investors, Inc. Robert has a wide range of experience in financial planning, portfolio management, and pension consulting. He works with individual clients as well as businesses, insurance companies, charitable organizations, and pension and profit-sharing plans. Robert is committed to providing his clients with personalized financial advice and guidance to help them achieve 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.
Seminars designed to boost your financial literacy and investment knowledge.
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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CA
04/04/2022 - Present
Advisors Capital Management, LLC (SAN MATEO CA)
CA
11/02/2018 - 04/06/2022
ROYAL ALLIANCE ASSOCIATES, INC. (REDWOOD CITY CA)
CA
02/12/2007 - 11/02/2018
SIGNATOR INVESTORS, INC. (REDWOOD CITY CA)
IA
Issued 08/21/2012
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/02/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/09/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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