Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Scott? Claim Your ProfileScott Sterling Olsson is a financial advisor with over 10 years of experience in the industry. Scott is currently registered as an investment advisor representative with Eagle Strategies LLC, and is licensed to offer investment advice in Wisconsin. Scott is also a registered representative and holds FINRA Series 6, 7, 24, 63 and 66 licenses. Scott has been with Eagle Strategies LLC since June 2019. Scott's firm is an independent registered investment advisor, and they are based in Madison, WI. They provide financial advice and portfolio management services to individual investors, corporations, and charitable organizations. Scott's areas of expertise include financial planning, portfolio management, and retirement planning.
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.
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.
A percentage of the total value of assets under management is charged.
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WI
04/28/2023 - Present
Eagle Strategies LLC (MADISON WI)
BOTH
Issued 05/24/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/04/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/20/2017
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/01/2016
Series 7 - General Securities Representative Examination
BC
Issued 06/11/2012
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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