Unclaimed
Steven Olasky is a financial professional with over 30 years of experience in the industry. Steven is currently registered with Pickwick Capital Partners, LLC and is also licensed in Massachusetts and New York. Prior to joining Pickwick Capital Partners, LLC, Steven worked for several firms including Newcomb and Company, Gulf South Securities, Inc, Sentinel Financial Services Company, Cote & Stewart, Ltd., and Fourdee Planning Corporation. Steven holds a variety of licenses and designations including Series 3, 7, 22, 24, 27, 63, 79TO, 99TO and SIE.
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
NY
03/27/2017 - Present
Pickwick Capital Partners, LLC (WHITE PLAINS NY)
NH
10/10/2002 - 03/17/2015
NEWCOMB AND COMPANY (HAMPTON FALLS NH)
LA
12/15/2011 - 10/11/2012
GULF SOUTH SECURITIES, INC (NEW ORLEANS LA)
NH
04/30/1998 - 01/17/2002
NEWCOMB AND COMPANY (HAMPTON FALLS NH)
VT
04/06/1995 - 04/03/1996
SENTINEL FINANCIAL SERVICES COMPANY (MONTPELIER VT)
NH
12/12/1986 - 12/19/1995
NEWCOMB AND COMPANY (HAMPTON FALLS NH)
NA
06/12/1985 - 09/24/1986
COTE & STEWART, LTD.
NA
04/04/1985 - 06/20/1985
FOURDEE PLANNING CORPORATION
BC
Issued 05/16/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 27 - Financial and Operations Principal Examination
BC
Issued 01/02/2023
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/22/2013
Series 3 - National Commodity Futures Examination
BC
Issued 02/16/1985
Series 7 - General Securities Representative Examination
BC
Issued 09/25/1984
Series 22 - Direct Participation Programs Representative Examination
Active
Inactive
F
FINRA
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