Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stephen? Claim Your ProfileStephen Olsen is a financial advisor with over 25 years of experience in the financial services industry. Stephen is currently registered with Avantax Advisory Services and holds Series 6, 7, 24, 51, 63, and 66 securities licenses. Prior to joining Avantax Advisory Services, Stephen worked at Putnam Retail Management Limited Partnership, Colonial Investment Services, Inc., New England Funds, L.P. and Scudder Investor Services, Inc. Stephen has a deep understanding of the financial markets and is committed to providing personalized financial advice to his clients. He specializes in financial planning, portfolio management for individuals and businesses, and pension consulting. Stephen is committed to helping his clients achieve their financial goals.
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.
Solicitor referral services to third-party investment managers; participant enrollment meetings
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.
Solicitor fees
1
2
MA
02/14/2025 - Present
Avantax Advisory Services (Dracut MA)
MA
05/09/2012 - 05/23/2023
PUTNAM RETAIL MANAGEMENT LIMITED PARTNERSHIP (Boston MA)
MA
09/26/1997 - 02/19/2009
PUTNAM RETAIL MANAGEMENT LIMITED PARTNERSHIP (ANDOVER MA)
MA
06/05/1996 - 09/04/1997
COLONIAL INVESTMENT SERVICES, INC. (BOSTON MA)
MA
10/23/1995 - 05/20/1996
NEW ENGLAND FUNDS, L.P. (BOSTON MA)
NY
01/30/1995 - 09/22/1995
SCUDDER INVESTOR SERVICES, INC. (NEW YORK NY)
BOTH
Issued 08/12/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/01/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/02/2007
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 08/08/2005
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/12/2014
Series 7 - General Securities Representative Examination
BC
Issued 05/08/2012
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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