Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Van? Claim Your ProfileVan Dregge Olmstead is a financial professional with over 40 years of experience in the securities industry. Van is a Registered Representative and Investment Advisor Representative and has been affiliated with R. F. Lafferty & Co., Inc. since 2015. Van holds the Series 4, 5, 6, 7, 24, 63, and 65 licenses and the SIE designation. Van is also a Certified Financial Planner™ professional. Prior to joining R. F. Lafferty & Co., Inc. Van was with Fulcrum Securities, LLC. Van is also involved in the community as the Worshipful Master of a Masonic Lodge and a board member of the Kiwanis Foundation of Wilmington, Inc.
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.
Helps you choose top advisors aligned with your financial goals.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
PA
04/01/2016 - Present
R. F. Lafferty & CO., Inc. (Chadds Ford PA)
PA
09/30/2010 - 02/26/2016
FULCRUM SECURITIES, LLC (RADNOR PA)
PA
05/03/2001 - 10/04/2010
JANNEY MONTGOMERY SCOTT LLC (MEDIA PA)
MD
01/20/1989 - 05/14/2001
LEGG MASON WOOD WALKER, INCORPORATED (BALTIMORE MD)
NA
11/28/1983 - 02/07/1989
ALEX. BROWN & SONS INCORPORATED
NA
09/26/1978 - 12/08/1983
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
NA
12/03/1975 - 09/26/1978
WHITE, WELD & CO. INCORPORATED
IA
Issued 07/09/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/13/1981
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/27/2014
Series 24 - General Securities Principal Examination
BC
Issued 03/13/1981
Series 4 - Registered Options Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/15/1981
Series 5 - Interest Rate Options Examination
BC
Issued 03/13/1981
PC - AMEX Put and Call Exam
BC
Issued 11/15/1975
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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