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Grant Alan Olson

Grant Alan Olson

UBS SECURITIES
NEW YORK, NY
·CRD# 5755628·15 years registered

Professional Summary

Grant Alan Olson, who also goes by Grant A Olson, is a registered financial advisor currently at UBS SECURITIES LLC located in New York, New York. Grant is registered as a RR (Registered Representative) and started their career in finance in 2011. Grant has worked at 4 firms and has passed the Series 63, Series 65, Series 99TO, SIE and Series 7 exams.

At a Glance

Best-Interest Standard

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Services Offered

  • Grant's many specialties can be summarized as helping clients achieve their financial planning goals (such as retirement) by using R.O.I.'s comprehensive financial planning
  • active wealth management
  • and active retirement planning services.
  • Comprehensive Financial Planning - Creating a "living" specialized plan for a specific client that addresses the following goals and needs: retirement
  • insurance
  • estate planning
  • asset protection
  • disability
  • long term care needs
  • kids/grandkids' goals
  • budgeting
  • etc. The  Comprehensive Financial Plan is reviewed with clients periodically and changed as needed due to living in an ever changing world.
  • Active Wealth Management - This service is provided by R.O.I. to help clients reach their target return as dictated by their comprehensive financial plan
  • and/or risk tolerance. This service is provided to clients on an active basis (not a buy and hold strategy) according to a client's strategy to either participate in up markets/control participation in down markets
  • or win by not losing.
  • Active Retirement Planning - This service and planning is provided for clients who have reached retirement or are in a stage of life when assets are being distributed. This strategy is tailored for individual clients to meet their specific needs. This planning is done in order to help clients reduce the risk of making distributions during down markets and still have assets working for them
  • growing
  • in order to beat the affects of taxes and inflation.
  • R.O.I.'s specialities help clients meet their finanical goals most efficiently and effectively.

Specializations

Middle Income Client Needs

Biography

At an early age Grant started working with R.O.I. , and targeted his education and work experience for a career as a fee only financial planner, investment advisor, and principal with R.O.I. For more information about Grant, Ben and Ron Olson, see R.O.I.'s website at www.roionweb.com.

Other Aliases

Grant Alan Olson, Grant A Olson

Blog Corner

What Does a Financial Advisor Do? Understanding Their Role, Services, and Value

What Does a Financial Advisor Do? Understanding Their Role, Services, and Value

Do I Need a Financial Advisor? A Complete Guide to Deciding If It’s Right for You

Do I Need a Financial Advisor? A Complete Guide to Deciding If It’s Right for You

What Are Financial Values and How to Align Them With Your Financial Goals

What Are Financial Values and How to Align Them With Your Financial Goals

More Resources

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