Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Spencer? Claim Your ProfileSpencer Nils Olson is a financial advisor currently registered with LPL Financial LLC in Fort Collins, Colorado. Spencer has been in the financial services industry since April 13, 2014. Spencer holds the Series 6, 7, and 66 licenses, as well as the SIE exam. In addition to being a registered representative with LPL Financial LLC, Spencer is also a registered investment advisor with the state of Colorado. Spencer has experience working with clients including corporations or other businesses, charitable organizations, individuals other than high-net-worth, high-net-worth individuals, and pension and profit-sharing plans.
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.
Consulting and other non-discretionary advisory services
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
CO
11/27/2017 - Present
LPL Financial LLC (FORT COLLINS CO)
NJ
06/03/2003 - 07/30/2003
FIRST INVESTORS CORPORATION (EDISON NJ)
BOTH
Issued 07/10/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/10/2014
Series 7 - General Securities Representative Examination
BC
Issued 06/02/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Spencer Olson is the right advisor for you? Invested Better is here to help.
