Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Thomas? Claim Your ProfileThomas Olszak is a financial advisor at Wells Fargo Clearing Services, LLC, a firm with over 10 billion dollars under management. Thomas has been in the financial services industry since 1980 and has held numerous licenses and registrations throughout his career. Thomas has worked at several firms before joining Wells Fargo Clearing Services, LLC. Thomas specializes in a variety of services including financial planning, portfolio management, and investment 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.
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.
Investment consulting services to institutional clients
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.
1
2
NJ
01/10/2022 - Present
Wells Fargo Clearing Services, LLC (EWING NJ)
NC
05/26/1999 - 10/01/2000
FIRST UNION BROKERAGE SERVICES, INC. (CHARLOTTE NC)
NY
02/11/1988 - 05/19/1999
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NA
06/22/1982 - 02/18/1988
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
NA
04/30/1981 - 07/07/1982
SHEARSON LOEB RHOADES INC.
NA
11/24/1980 - 05/08/1981
FIRST JERSEY SECURITIES, INC.
BOTH
Issued 02/22/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/31/1981
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/23/2002
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 05/20/2002
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/17/1981
Series 5 - Interest Rate Options Examination
BC
Issued 11/15/1980
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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