Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you San? Claim Your ProfileSan Olson is a financial advisor with American Enterprise Investment Services Inc. in Minneapolis, MN. San has been in the financial services industry since 2008. San is licensed to conduct business in Minnesota. Olson has passed the Series 7, Series 6, Series 63 and SIE exams.
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.
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.
1
2
MN
01/03/2017 - Present
American Enterprise Investment Services Inc. (Minneapolis MN)
MN
11/09/2015 - 01/18/2017
AMERIPRISE FINANCIAL SERVICES, INC. (Minneapolis MN)
MT
05/17/2013 - 10/01/2013
WELLS FARGO ADVISORS, LLC (BILLINGS MT)
AK
05/01/2012 - 02/20/2013
WELLS FARGO ADVISORS, LLC (FAIRBANKS AK)
MN
01/03/2011 - 11/07/2011
WELLS FARGO ADVISORS, LLC (MINNEAPOLIS MN)
MN
02/02/2009 - 01/03/2011
WELLS FARGO INVESTMENTS, LLC (MINNEAPOLIS MN)
MN
10/17/2006 - 12/23/2008
LPL FINANCIAL CORPORATION (DULUTH MN)
MN
01/19/2005 - 09/22/2006
WADDELL & REED, INC. (DULUTH MN)
BC
Issued 04/16/2016
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 06/23/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/12/2007
Series 7 - General Securities Representative Examination
BC
Issued 01/18/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure San Olson is the right advisor for you? Invested Better is here to help.
