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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Shebna? Claim Your ProfileShebna Olsen is a registered investment advisor with Equitable Advisors, LLC. Shebna has been in the industry since 1992. Shebna Olsen is registered in 31 states and holds the Series 7, Series 11, Series 31, Series 63, and Series 65 licenses. Shebna Olsen has a wide range of experience in the financial services industry. Shebna Olsen specializes in providing financial planning, pension consulting, educational seminars, and portfolio management for individuals and businesses.
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.
A percentage of the total value of assets under management is charged.
1
2
NY
02/19/2025 - Present
Equitable Advisors, LLC (NEW YORK NY)
NY
11/12/2008 - 01/08/2013
HSBC SECURITIES (USA) INC. (NEW YORK NY)
NY
07/01/2003 - 10/28/2008
WACHOVIA SECURITIES, LLC (WHITE PLAINS NY)
NY
05/01/2001 - 07/01/2003
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NY
07/06/1995 - 05/01/2001
MORGAN STANLEY DW INC. (PURCHASE NY)
NJ
08/06/1993 - 07/13/1995
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
NY
08/27/1992 - 07/12/1993
THE WINDMILL GROUP, INC. (SOMERS NY)
IA
Issued 07/17/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/27/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/09/1995
Series 31 - Futures Managed Funds Examination
BC
Issued 04/16/1993
Series 7 - General Securities Representative Examination
BC
Issued 08/25/1992
Series 11 - Assistant Representative-Order Processing Qualification Exam
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
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
M
MIAX PEARL, LLC
M
Miami International Securities Exchange, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, 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
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