Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Zachary? Claim Your ProfileZachary Olson is a financial professional with over 15 years of experience in the industry. Zachary has a broad range of experience working for firms such as BMO Capital Markets Corp., City Capital Advisors, LLC, BWK Trinity Capital Securities LLC, and Citizens Capital Markets. Zachary currently works for Citizens JMP Securities, LLC and holds Series 7, Series 63, Series 79TO and SIE licenses. Zachary is registered in Georgia and California.
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.
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.
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2
GA
08/01/2023 - Present
Citizens JMP Securities, LLC (Atlanta GA)
GA
03/04/2020 - 08/01/2023
CITIZENS CAPITAL MARKETS (Atlanta GA)
CA
04/29/2017 - 03/09/2020
BWK TRINITY CAPITAL SECURITIES LLC (LOS ANGELES CA)
IL
08/14/2012 - 04/24/2017
CITY CAPITAL ADVISORS, LLC (CHICAGO IL)
IL
10/07/2009 - 11/08/2011
CITY CAPITAL ADVISORS, LLC (CHICAGO IL)
IL
09/11/2007 - 08/12/2009
BMO CAPITAL MARKETS CORP. (CHICAGO IL)
BC
Issued 10/23/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/10/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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