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EO

Eileen C. Olson

DAUFUSKIE ISLAND, SC
Some features on this profile are disabled
CRD#: 7622835
EO
Eileen Christina Olson

Professional summary

Eileen Christina Olson, who also goes by Eileen C Garcia, Eileen C Taylor, was a registered financial advisor .

Eileen is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2022. Eileen had worked at 2 firms and has passed the Series 66, Series 7TO and SIE exams.

At a Glance

Always Fiduciary

Aliases

Eileen C Garcia | Eileen C Taylor

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.
Real Estate Ownership; Single Family; 765 Colonial Lane, , Milton, GA, 30004; Investment-Related; 12/15/2022 / Single Family; 9 osprey place, , Daufuskie Island, SC, 29915; Investment-Related; 12/15/2022. Business Ownership; The Canoe Club, LLC; Co-owner; This is a new business - we imagine selling beer, wine and food along with some retail sales too - clothing, hats, other. We may also host events. ; 3 Carvin Road, , Daufuskie Island, SC, 29915; Not Investment-Related; 06/23/2023; 10 to 19 hours per month; 0 during trading hours. Outside Employment; Watermelon Bay, LLC; Financial Advisor ; Manage advisory business; 48 Mount Vernon Street, Suite 301, Winchester, MA, 01890; Investment-Related; 01/01/2024; 60 hours per month; 60 during trading hours.

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

Current

September 18, 2026 - Present

DAUFUSKIE ISLAND, SC
Past

January 17, 2023 - October 8, 2025

AMERIPRISE FINANCIAL SERVICES, LLC

RIA
CRD#: 6363
Winchester, MA
Past

November 28, 2022 - October 8, 2025

AMERIPRISE FINANCIAL SERVICES, LLC

BD
CRD#: 6363
Winchester, MA

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
South Carolina
(9/18/2026)

Exams

What does exam status mean?
State Security Law Exam
PR
IAR
Series 66
Status Unavailable
Passed: 12/28/2022
Uniform Combined State Law Examination
General Industry/Product Exam
PR
Series 7TO
Status Unavailable
Passed: 11/28/2022
General Securities Representative Examination
General Industry/Product Exam
PR
SIE
Status Unavailable
Passed: 7/30/2022
Securities Industry Essentials Examination

Current firm

No current employment

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

No current employment

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