Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Steven? Claim Your ProfileSteven Olaf Olson is a financial professional with over 30 years of experience in the industry. Steven is currently registered with PFS Investments Inc. in California and specializes in portfolio management for individuals. Steven has been with PFS Investments Inc. since 2005, previously working with the firm in Georgia from 1992 until 2005. Before joining PFS Investments Inc. in 1985, Steven worked with First American National Securities, Inc. Steven holds the Series 6, Series 63, and SIE licenses.
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.
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.
A percentage of the total value of assets under management is charged.
1
2
CA
06/08/2005 - Present
PFS Investments Inc. (STOCKTON CA)
GA
07/01/1992 - 03/25/2005
PFS INVESTMENTS INC. (DULUTH GA)
NA
08/20/1985 - 06/30/1987
FIRST AMERICAN NATIONAL SECURITIES, INC.
BC
Issued 06/29/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/29/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Steven Olson is the right advisor for you? Invested Better is here to help.
