Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Steven? Claim Your ProfileSteven Roth Olson is a financial advisor with over 28 years of experience in the industry. Steven is registered with Osaic Wealth, Inc. in Washington and Texas and has held previous positions at Securities America, Inc., KMS Financial Services, Inc., NYLIFE Securities Inc., State Farm VP Management Corp. and Nomura Securities International, Inc. Steven is a CERTIFIED FINANCIAL PLANNER™ professional and holds the Series 3, 7, 63 and 66 securities licenses. Steven's specialties include Financial Planning, Portfolio Management for Individuals and Businesses, and Pension Consulting.
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.
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.
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WA
06/14/2024 - Present
Osaic Wealth, Inc. (BAINBRIDGE ISLAND WA)
WA
11/06/2020 - 06/14/2024
SECURITIES AMERICA, INC. (BAINBRIDGE ISLAND WA)
WA
03/04/2005 - 11/06/2020
KMS FINANCIAL SERVICES, INC. (BAINBRIDGE ISLAND WA)
NY
05/19/2003 - 03/29/2005
NYLIFE SECURITIES INC. (NEW YORK NY)
IL
11/07/2002 - 05/23/2003
STATE FARM VP MANAGEMENT CORP. (BLOOMINGTON IL)
NY
12/09/1993 - 08/02/2001
NOMURA SECURITIES INTERNATIONAL, INC. (NEW YORK NY)
BOTH
Issued 07/18/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/15/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/25/1994
Series 3 - National Commodity Futures Examination
BC
Issued 12/08/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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