Curtis A. Olson
Professional summary
Curtis Alan Olson, who also goes by Curt Olson, is a registered financial professional currently at CLARENDON INSURANCE AGENCY, INC. located in Waltham, Massachusetts.
Curtis is registered as a RR (Registered Representative) and started their career in finance in 1989. Curtis has worked at 9 firms and has passed the Series 63, SIE, Series 7, Series 6 and Series 26 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - BD
Click below to view Curtis Alan Olson's CRS (Customer Relationship Summary).
Certified licenses
Experience
July 31, 2018 - Present
CLARENDON INSURANCE AGENCY, INC.
Office #1: 230 3rd Ave 6th Floor, Waltham, MA 02451May 2, 2012 - October 1, 2013
SIGNATOR FINANCIAL SERVICES, INC.
January 2, 2003 - December 31, 2011
SUN LIFE FINANCIAL DISTRIBUTORS, INC.
December 1, 1999 - March 4, 2003
MFS FUND DISTRIBUTORS, INC.
March 2, 1998 - September 30, 1999
RBC CAPITAL MARKETS, LLC
June 21, 1994 - March 2, 1998
DAIN RAUSCHER INCORPORATED
January 10, 1991 - June 27, 1994
KEMPER FINANCIAL SERVICES, INC.
June 28, 1990 - December 13, 1990
RELIASTAR FINANCIAL MARKETING CORP.
October 23, 1989 - June 12, 1990
GEARY & GEARY
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
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Exams
FINRA
Current Firm
CLARENDON INSURANCE AGENCY, INC.
CRD#: 7395 / SEC#: , 8-21590
Contact information
FINRA licenses (50 States and Territories)
Documents
Direct owners and executive officers
Red Flags
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Company Information
CLARENDON INSURANCE AGENCY, INC.
CRD#: 7395Waltham, MA 02451TRUST BUT VERIFY
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