Unclaimed
Shawn Olsen is a financial advisor who has been in the industry since July 21, 2020. Shawn is currently registered with Fidelity Brokerage Services LLC and has previously worked with Robinhood Financial, LLC and Northwestern Mutual Investment Services, LLC. Shawn has passed the Series 7, Series 63, and SIE exams. Shawn holds licenses to provide financial services in all 50 states and the District of Columbia.
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
CO
12/20/2022 - Present
Fidelity Brokerage Services LLC (GREENWOOD VILLAGE CO)
CO
05/21/2021 - 08/10/2022
ROBINHOOD FINANCIAL, LLC (Denver CO)
CO
03/13/2020 - 06/10/2021
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (GREENWOOD VLG CO)
BC
Issued 05/11/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/17/2021
Series 7TO - General Securities Representative Examination
BC
Issued 03/13/2020
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 01/17/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
Not sure Shawn Olsen is the right advisor for you? Invested Better is here to help.