Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Timothy? Claim Your ProfileTimothy Olson is a financial advisor with LPL Financial LLC. Timothy is a registered representative with both FINRA and the SEC, and holds multiple licenses and certifications, including Series 7, Series 24, and Series 66. Timothy's previous experience includes working as a financial advisor at Waddell & Reed, Inc., where he worked from 2011-2021. Timothy is also a licensed insurance agent and has been selling insurance since 2012. Timothy specializes in a variety of financial services, including investment planning, financial planning, pension consulting, educational seminars, and selection of other advisors. He has experience working with a variety of client types, including individuals, high-net-worth individuals, corporations, and charitable organizations. Timothy's experience and expertise make him a valuable asset to LPL Financial LLC.
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.
Consulting and other non-discretionary advisory services
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
CA
07/21/2021 - Present
LPL Financial LLC (SAN DIEGO CA)
NV
10/14/2011 - 07/21/2021
WADDELL & REED (LAS VEGAS NV)
BOTH
Issued 11/21/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/01/2014
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/13/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Timothy Olson is the right advisor for you? Invested Better is here to help.
