Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Scott? Claim Your ProfileScott Olsson is a financial advisor with over 20 years of experience in the industry. Scott Olsson currently works for Wedbush Securities Inc., where he has been employed since December 2016. Scott Olsson has previously worked for Raymond James Financial Services, Inc., Raymond James & Associates, Inc., BANC ONE SECURITIES CORPORATION, and First Chicago NBD Investment Services, Inc.. Scott Olsson holds FINRA Series 7, Series 63, and SIE licenses and is registered in 30 states. Scott Olsson specializes in providing financial planning, portfolio management for individuals and businesses, and pension consulting services.
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.
1
2
MI
12/27/2016 - Present
Wedbush Securities Inc. (GRAND RAPIDS MI)
MI
03/24/2008 - 12/22/2016
RAYMOND JAMES FINANCIAL SERVICES, INC. (GRAND RAPIDS MI)
MI
01/10/2000 - 03/26/2008
RAYMOND JAMES & ASSOCIATES, INC. (GRAND RAPIDS MI)
IL
02/01/1999 - 01/31/2000
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
IL
07/02/1998 - 02/01/1999
FIRST CHICAGO NBD INVESTMENT SERVICES, INC. (CHICAGO IL)
BC
Issued 08/07/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/26/1998
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
M
Miami International Securities Exchange, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Scott Olsson is the right advisor for you? Invested Better is here to help.
