Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ronald? Claim Your ProfileRonald Richard Olson is a financial advisor with over 40 years of experience in the financial services industry. Ronald Olson is currently registered with Lasalle ST. Investment Advisors, LLC and is a Registered Representative and Investment Adviser Representative. Ronald Olson has also held previous positions with several other firms, including Saperston Financial Inc., Advest, Inc. and Burgess & Leith Incorporated. Ronald Olson has earned several industry licenses and holds the Series 7, Series 24, Series 63 and Series 65 licenses, as well as the SIE.
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.
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
NY
10/27/2021 - Present
Lasalle ST. Investment Advisors, LLC (East Aurora NY)
NY
08/10/1992 - 10/16/1997
SAPERSTON FINANCIAL INC. (BUFFALO NY)
CT
09/30/1985 - 08/26/1992
ADVEST, INC. (HARTFORD CT)
NA
03/05/1980 - 09/30/1985
BURGESS & LEITH INCORPORATED
NA
06/25/1979 - 04/03/1980
SHEARSON LOEB RHOADES INC.
NA
05/04/1978 - 06/25/1979
LOEB PARTNERS
NA
10/24/1972 - 05/20/1978
L. F. ROTHSCHILD, UNTERBERG, TOWBIN
IA
Issued 10/25/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/24/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/14/2005
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/31/1977
PC - AMEX Put and Call Exam
BC
Issued 10/19/1972
Series 000 - General Securities Principal Examination
BC
Issued 10/19/1972
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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