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JO

Janice K. Olson

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CRD#: 1162295
JO

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Janice Kulak Olson, who also goes by Janice Michaela Kulak, Janice Kulak, Janice Michaela Olson, Janice Kulak Stracke, Janice Michaela Stracke, was a registered financial professional .

Janice is a previously registered financial professional and started their career in finance in 1983. Janice had worked at 9 firms and has passed the Series 63 and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Janice Michaela Kulak | Janice Kulak | Janice Michaela Olson | Janice Kulak Stracke | Janice Michaela Stracke

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.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

November 6, 2006 - October 26, 2012

RESOURCE SECURITIES LLC

BD
CRD#: 133022
PHILADELPHIA, PA
Past

February 2, 2006 - November 3, 2006

ANTHEM SECURITIES, INC.

BD
CRD#: 42420
PHILADELPHIA, PA
Past

February 12, 2004 - January 26, 2006

ATEL SECURITIES CORPORATION

BD
CRD#: 17229
SAN FRANCISCO, CA
Past

January 28, 1999 - February 9, 2004

EQUITY SERVICES, INC.

BD
CRD#: 265
MONTPELIER, VT
Past

September 13, 1996 - January 13, 1999

SENTINEL FINANCIAL SERVICES COMPANY

BD
CRD#: 31175
MONTPELIER, VT
Past

January 18, 1993 - February 29, 1996

ADVEST, INC.

BD
CRD#: 10
HARTFORD, CT
Past

April 23, 1992 - November 30, 1992

GLEACHER & COMPANY SECURITIES, INC.

BD
CRD#: 298
NEW YORK, NY
Past

March 7, 1988 - July 16, 1990

GLEACHER & COMPANY SECURITIES, INC.

BD
CRD#: 298
NEW YORK, NY
Past

September 26, 1986 - March 9, 1988

MOSELEY SECURITIES CORPORATION

BD
CRD#: 7908
Past

October 15, 1984 - August 25, 1986

MOSELEY SECURITIES CORPORATION

BD
CRD#: 7908
Past

July 20, 1983 - October 1, 1984

THOMSON MCKINNON SECURITIES INC.

BD
CRD#: 829

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
RR
Series 63
Date: 1/8/2005
Uniform Securities Agent State Law Examination
General Industry/Product Exam

Current Firm


RS
RESOURCE SECURITIES LLC
CHADWICK SECURITIES, INC. | RESOURCE SECURITIES, INC. | RESOURCE SECURITIES LLC

CRD#: 133022 / SEC#: , 8-66669

BD
Terminated by SEC on 12/29/2020
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Contact information


Main Address
Mailing Address
Phone number
Established
Delaware since 08/01/2017
Firm type
Limited Liability Company
Fiscal year end
December
# of Employees

Documents


Direct owners and executive officers


NamePositionCRD#
RAI VENTURES LLCSOLE SHAREHOLDER
BLOCK, LAWRENCE STEVENPRESIDENT, CHIEF COMPLIANCE OFFICER AND AML COMPLIANCE OFFICER3006613

Red Flags


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.

Company Information


RESOURCE SECURITIES LLC

CRD#: 133022

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