Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Steven? Claim Your ProfileSteven Richard Olson is a registered representative with Morgan Stanley. Olson has been in the securities industry for over 30 years and has experience in both the brokerage and investment advisory fields. Olson holds several professional licenses and designations, including the Series 3, 7, 63, and 65 licenses. Olson is registered in multiple states and has previously held positions at Morgan Stanley & Co. Incorporated, Morgan Stanley DW Inc., UBS Financial Services Inc., and Prudential Securities Incorporated. Olson specializes in providing financial planning, portfolio management, and investment advice to individuals, businesses, and institutions.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
FL
06/14/2018 - Present
Morgan Stanley (St. Petersburg FL)
FL
04/02/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (ST. PETERSBURG FL)
FL
07/23/2004 - 04/02/2007
MORGAN STANLEY DW INC. (ST. PETERSBURG FL)
NJ
01/08/1999 - 08/20/2004
UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)
NY
07/13/1992 - 02/10/1999
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
IA
Issued 06/23/1993
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/31/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/28/1992
Series 3 - National Commodity Futures Examination
BC
Issued 07/10/1992
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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