William E. Olmstead
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.
William Edward Olmstead, who also goes by Ed Olmstead, was a registered financial professional .
William is a previously registered financial professional and started their career in finance in 2013. William had worked at 2 firms and has passed the Series 65 exam.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
July 2, 2014 - December 31, 2021
MONARCH WEALTH MANAGEMENT GROUP, LLC
June 27, 2013 - June 11, 2014
M. E. ALLISON & CO., INC.
State Registrations and Notice Filings
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Current Firm
MONARCH WEALTH MANAGEMENT GROUP, LLC
CRD#: 171904 / SEC#:
Contact information
Red Flags
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