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 who has been active in the industry since 2001. He has a wide range of experience, having worked with Nuveen Securities, LLC, UBS Financial Services Inc., and Morningstar Investment Services LLC. Robert currently holds Series 7 and Series 66 licenses and has a network of clients in Arizona, California, Colorado, Florida, Nebraska, Nevada, Oregon, Pennsylvania, Texas, Virginia, and Washington. Robert's primary focus is on providing financial planning and portfolio management services to both individuals and businesses.
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.
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.
1
2
TX
09/12/2023 - Present
M Holdings Securities, Inc. (Dallas TX)
IL
02/09/2021 - 09/13/2023
MORNINGSTAR INVESTMENT SERVICES LLC (CHICAGO IL)
IL
04/23/2010 - 04/11/2019
NUVEEN SECURITIES, LLC (CHICAGO IL)
KY
06/09/2008 - 08/27/2009
UBS FINANCIAL SERVICES INC. (LOUISVILLE KY)
NJ
09/09/1998 - 08/21/2007
UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)
BOTH
Issued 03/29/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/24/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/04/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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