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AO

Alfred S. Olsen

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CRD#: 2742717
AO

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.

Alfred Sinclair Olsen IV, who also goes by Al Olsen, Big Al Olsen, was a registered financial advisor .

Alfred is a previously registered financial advisor and started their career in finance in 1996. Alfred had worked at 4 firms and has passed the Series 65, Series 63, Series 55, Series 7, Series 27, Series 53 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Al Olsen | Big Al Olsen

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

September 20, 2004 - November 30, 2004

MUTUAL SECURITIES, INC.

RIA
CRD#: 13092
SPOKANE, WA
Past

August 24, 2004 - July 10, 2006

EDWARDS/OLSEN FINANCIAL SERVICES, INC.

RIA
CRD#: 129899
SPOKANE, WA
Past

December 16, 2003 - November 30, 2004

MUTUAL SECURITIES, INC.

BD
CRD#: 13092
CAMARILLO, CA
Past

March 20, 2000 - December 16, 2003

METROPOLITAN FINANCIAL SERVICES, INC.

RIA
CRD#: 116602
SPOKANE, WA
Past

November 25, 1996 - December 16, 2003

METROPOLITAN INVESTMENT SECURITIES, INC.

BD
CRD#: 14146
SPOKANE, WA

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
IAR
Series 65
Date: 12/27/1999
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
RR
Series 55
Date: 12/28/2000
Limited Representative-Equity Trader Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
Principal/Supervisory Exam

Current Firm


MS
MUTUAL SECURITIES, INC.
COWLES, SABOL & COMPANY, INCORPORATED | MUTUAL SECURITIES, INC. OF CALIFORNIA | MUTUAL SECURITIES, INC. | MUTUAL SECURITIES INC., OF CALIFORNIA | MUTUAL SECURITIES INC. OF CALIFORNIA

CRD#: 13092 / SEC#: 801-68443, 8-28580

BD
Broker-Dealer Firm Regulated by FINRA (Los Angeles district office)
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Contact information


Main Address
807-a Camarillo Springs Road, Camarillo, CA 93012
Mailing Address
P.o. Box 2864, Camarillo, CA 93011
Phone number
(805) 764-6730
Established
California since 02/04/1982
Firm type
Corporation
Fiscal year end
June
Firm Size
Medium
# of Employees

FINRA licenses (52 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Customer Relationship Summary (CRS / FINRA)Latest Form ADV

Direct owners and executive officers


NamePositionCRD#
MUTUAL GROUP, INC.CORPORATION
CLAUSSEN, DAWN MARIECHIEF OPERATING OFFICER5445747
DAMIANI, NICHOLAS ARTHURCHIEF ADMINISTRATIVE OFFICER5669491
JASPER, AARON TCHIEF EXECUTIVE OFFICER5016734
SABOL, RYAN STEPHENMANAGING PRINCIPAL4419285
SHANNON, DEBRA DAWNCHIEF COMPLIANCE OFFICER5021297
VOSS, MITCHELL CRAIGCHAIRMAN1029100

Disclosures


Regulatory Event2
Arbitration8

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


MUTUAL SECURITIES, INC.

CRD#: 13092

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