Peter R. Olson
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.
Peter Rolf Olson, who also goes by Pete Rolf Olson, Peter Olson, was a registered financial professional .
Peter is a previously registered financial professional and started their career in finance in 2003. Peter had worked at 3 firms and has passed the Series 65, Series 66 and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
April 14, 2008 - December 14, 2012
OLSON FINANCIAL COUNSEL LLC
January 19, 2006 - January 28, 2008
FSC SECURITIES CORPORATION
March 27, 2003 - September 2, 2005
UBS FINANCIAL SERVICES INC.
March 7, 2003 - September 2, 2005
UBS FINANCIAL SERVICES INC.
State Registrations and Notice Filings
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Visual representation of state registrations
Exams
Current Firm
OLSON FINANCIAL COUNSEL LLC
CRD#: 146243 / SEC#:
Contact information
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.
