Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Olsen is a financial advisor with over 30 years of experience in the financial services industry. Currently, William Olsen works for MML Investors Services, LLC and is registered as a Registered Representative (RA) in Texas. Previously, William Olsen worked for other firms, including New England Securities, Securian Financial Services, Inc., Pruco Securities Corporation, and NYLife Securities Inc. William Olsen is licensed to provide financial advice and investment management services in various states across the United States. He has a strong track record of providing comprehensive financial planning and investment management services to a diverse clientele.
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.
Asset allocation programs
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.
Solicitors fees
1
2
TX
02/02/2005 - Present
MML Investors Services, LLC (Austin TX)
NY
05/14/2002 - 12/03/2004
NEW ENGLAND SECURITIES (NEW YORK NY)
MN
11/30/2000 - 05/09/2002
SECURIAN FINANCIAL SERVICES, INC. (ST. PAUL MN)
NJ
02/04/2000 - 11/03/2000
PRUCO SECURITIES CORPORATION (NEWARK NJ)
NY
04/10/1987 - 01/28/2000
NYLIFE SECURITIES INC. (NEW YORK NY)
IA
Issued 03/29/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/10/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/13/2001
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/31/1999
Series 7 - General Securities Representative Examination
BC
Issued 02/13/1989
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 04/09/1987
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure William Olsen is the right advisor for you? Invested Better is here to help.
