Unclaimed
Tamara Olson is a financial advisor with over 25 years of experience in the industry. Tamara has been registered with Morgan Stanley since 2011 and has a broad range of experience, including working with individuals, families, trusts, and institutions. Her expertise spans various financial areas like investments, retirement planning, estate planning, and insurance. Tamara has a strong commitment to providing personalized and tailored advice to help her 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.
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
AZ
05/19/2011 - Present
Morgan Stanley (Scottsdale AZ)
CA
04/02/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (SAN DIEGO CA)
CA
06/07/2001 - 04/02/2007
MORGAN STANLEY DW INC. (SAN DIEGO CA)
CA
11/03/2000 - 04/30/2001
SCUDDER WEISEL CAPITAL, LLC (SAN FRANCISCO CA)
NY
01/05/2000 - 11/02/2000
SCUDDER INVESTOR SERVICES, INC. (NEW YORK NY)
MA
05/06/1999 - 01/06/2000
SCUDDER FINANCIAL SERVICES, INC. (BOSTON MA)
NY
07/21/1997 - 05/06/1999
SCUDDER INVESTOR SERVICES, INC. (NEW YORK NY)
BC
Issued 08/15/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/19/1999
Series 7 - General Securities Representative Examination
BC
Issued 07/18/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Tamara Olson is the right advisor for you? Invested Better is here to help.