Tommasina Anne Olson
Professional Summary
Tommasina Anne Olson, who also goes by Tomi Olson, Tommasina Peretta Olson, is a registered financial advisor currently at LOEWEN SECURITIES located in Oradell, New Jersey. Tommasina is registered as a RR (Registered Representative) and started their career in finance in 1983. Tommasina has worked at 7 firms and has passed the Series 66, Series 63, Series 99TO, SIE, Series 7, Series 24 and Series 28 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Tomi Olson, Tommasina Peretta Olson
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Videos & Posts
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Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities. Check for any disclosures as part of your thorough research when choosing an advisor.
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Years of Experience
43 years in the financial services industry
Current & Past Employments
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Current Firm
BLV SECURITIES | LOEWEN, ONDAATJE, MCCUTCHEON USA, LLC | LOEWEN, ONDAATJE, MCCUTCHEON USA LIMITED | LOEWEN SECURITIES
Contact Information
Main Address
2 Forest Avenue Suite 400, Oradell, NJ 07649Mailing Address
2 Forest Avenue Suite 400, Oradell, NJ 07649Phone Number
(551) 866-0525Established
Florida since 07/20/2017Firm Type
Limited Liability CompanyFiscal Year End
MarchFirm Size
SmallFINRA licenses (14 States and Territories)
Registered to provide investment advisory services in 0 US states and territories.
Direct owners and executive officers
Disclosures
Regulatory Event
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Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.
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State Registrations and Notice Filings
(8/12/2026)
(4/5/2025)
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 28 — Introducing Broker/Dealer Financial Operations Principal Examination
Passed Dec 2006About the Series 28 examSRO Registrations
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CRS (Client Relationship Summary) - BD
Click below to view Tommasina Anne Olson's CRS (Customer Relationship Summary).
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