Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ryan? Claim Your ProfileRyan Olschefskie is a financial advisor with over 20 years of experience in the industry. Ryan is currently registered with Commonwealth Financial Network and has previously worked at Fidelity Brokerage Services LLC and Fidelity Investments Institutional Services Company, Inc. Ryan is a Series 6, 7, 10, 63, 66, and SIE licensed advisor. He is registered in Connecticut, California, Florida, Maine, Maryland, Massachusetts, Montana, New Jersey, Rhode Island, and Virginia. Ryan provides a variety of financial services to individuals, families, and businesses. Ryan's specializations include financial planning, portfolio management, and insurance sales. He offers fixed fees, commissions, hourly charges, and a percentage of assets as compensation arrangements.
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
CT
09/18/2015 - Present
Commonwealth Financial Network (GLASTONBURY CT)
CT
01/17/2001 - 09/25/2015
FIDELITY BROKERAGE SERVICES LLC (WEST HARTFORD CT)
RI
04/14/2000 - 01/17/2001
FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (SMITHFIELD RI)
BOTH
Issued 02/18/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/27/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/09/2002
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/29/2002
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/06/2000
Series 7 - General Securities Representative Examination
BC
Issued 04/13/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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