Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ryan? Claim Your ProfileRyan Oleson is a financial advisor at Raymond James Financial Services Advisors, Inc. Ryan has over 20 years of experience in the financial industry and is registered to provide investment advice in 28 states. Ryan's areas of expertise include financial planning, portfolio management, and retirement planning. Ryan is committed to providing clients with personalized financial advice and strategies to help them reach their financial goals.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
NE
04/21/2021 - Present
Raymond James Financial Services Advisors, Inc. (Omaha NE)
NE
09/11/2018 - 01/11/2021
CETERA ADVISOR NETWORKS LLC (OMAHA NE)
NE
06/17/2015 - 08/21/2018
RAYMOND JAMES FINANCIAL SERVICES, INC. (OMAHA NE)
NE
05/10/2010 - 06/18/2015
FIRST NATIONAL CAPITAL MARKETS (OMAHA NE)
NE
08/21/2009 - 04/29/2010
LEGENT CLEARING (OMAHA NE)
NE
05/12/2009 - 08/07/2009
SECURITIES AMERICA, INC. (LAVISTA NE)
NE
04/22/2006 - 03/04/2009
TD AMERITRADE, INC. (BELLEVUE NE)
NE
09/17/2002 - 04/22/2006
AMERITRADE, INC. (BELLEVUE NE)
NE
09/18/2002 - 08/18/2003
ICAPITAL MARKETS LLC (OMAHA NE)
NJ
09/09/2002 - 09/10/2002
DATEK ONLINE FINANCIAL SERVICES LLC (JERSEY CITY NJ)
IA
Issued 08/15/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/15/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/15/2016
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 05/05/2016
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 12/23/2004
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/11/2003
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 08/28/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Ryan Oleson is the right advisor for you? Invested Better is here to help.
