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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Russell? Claim Your ProfileRussell Olson is a financial advisor with Commonwealth Financial Network in Green Bay, Wisconsin. Russell has been working in the financial services industry since 1999. Russell has a series of professional licenses and designations, including Series 7, 9, 10, 31, and 66, along with SIE. Russell has experience with many of the common financial services needs, including financial planning, portfolio management for individuals and businesses, and pension consulting. Prior to joining Commonwealth Financial Network, Russell worked at a number of firms including Morgan Stanley Smith Barney, Morgan Stanley & Co. Incorporated, Merrill Lynch, Pierce, Fenner & Smith Incorporated, and Morgan Stanley DW 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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
WI
03/16/2012 - Present
Commonwealth Financial Network (GREEN BAY WI)
WI
06/01/2009 - 03/20/2012
MORGAN STANLEY SMITH BARNEY (GREEN BAY WI)
WI
01/18/2008 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (GREENBAY WI)
WI
01/17/2003 - 01/23/2008
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (GREEN BAY WI)
NY
07/17/2001 - 01/22/2003
MORGAN STANLEY DW INC. (PURCHASE NY)
NY
02/24/1998 - 01/07/2000
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BOTH
Issued 03/27/1998
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/25/2008
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 02/26/2008
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/26/2008
Series 31 - Futures Managed Funds Examination
BC
Issued 02/20/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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