Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Roy? Claim Your ProfileRoy Earl Olson is a financial professional with over 20 years of experience in the industry. Roy is currently registered with Cetera Investment Advisers LLC, a firm with over 16,000 clients. Roy has been registered with this firm since November 2007. Prior to joining Cetera Investment Advisers, Roy was registered with Girard Securities, Inc. and AXA Advisors, LLC. Roy is a Series 66, Series 7 and SIE licensed financial professional. Roy has a strong background in financial planning and portfolio management and provides financial advice to a variety of clients, including individuals, businesses, and charitable organizations. Roy's expertise lies in offering services such as portfolio management for individuals and businesses, financial planning, educational seminars, pension consulting and selection of other advisors.
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.
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WI
11/12/2007 - Present
Cetera Investment Advisers LLC (APPLETON WI)
CA
11/04/2004 - 12/31/2005
GIRARD SECURITIES, INC. (SAN DIEGO CA)
NY
01/30/2002 - 10/21/2002
AXA ADVISORS, LLC (NEW YORK NY)
BOTH
Issued 5/15/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 1/29/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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