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 20 years of experience in the industry. Robert has a strong background in providing investment advisory and financial planning services to individuals, families, and businesses. Robert is a Certified Financial Planner and holds a variety of licenses and registrations. Robert currently works with Kestra Investment Services, LLC and Kestra Advisory Services, LLC. Robert has previous experience working with M HOLDINGS SECURITIES, INC., NYLIFE SECURITIES LLC, and TRANSAMERICA FINANCIAL RESOURCES, INC.
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.
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.
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
AZ
02/01/2018 - Present
Kestra Advisory Services, LLC (PHOENIX AZ)
AZ
01/20/2011 - 02/01/2018
M HOLDINGS SECURITIES, INC. (PHOENIX AZ)
AZ
02/01/2000 - 01/14/2011
NYLIFE SECURITIES LLC (SCOTTSDALE AZ)
CA
02/16/1999 - 01/31/2000
TRANSAMERICA FINANCIAL RESOURCES, INC. (LOS ANGELES CA)
NY
01/28/2000 - 01/28/2000
NYLIFE SECURITIES INC. (NEW YORK NY)
IA
Issued 10/15/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/15/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/11/1999
Series 7 - General Securities Representative Examination
BC
Issued 02/12/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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