Mike Olsen
Edward Jones
This advisor will provide you with a COMPLIMENTARY initial consultation
Minimum client assets required: No minimum required
Minimum client income required: No minimum required
Title: Financial Advisor
Offering advice since: 2008
Areas of expertise:
- Annuities
- Educational Planning
- Insurance (risk management, disability insurance)
- Portfolio Management
- Retirement Planning
- Securities
- Stocks and Bonds
Further information about Mike Olsen:
I would be happy to develop a strategy to help you achieve your financial goals. Please contact me today.
Member, Sandy Chamber of Commerce, Sandy Exchange Club. Board Member, Utah Rivers Council.
Compensation and Fee Structures:
Broker Dealer Agent - Commission
Investment Advisory Representative - Fee Based
Licenses, Certifications & Affiliations:
Series 7 - General Securities License
Series 66 - Combined State Law Exam
Utah Producers Life, Accident & Health
Education:
B.A. - University of Utah M.P.A. (ABD) - Center for Public Policy & Administration
Foreign Languages spoken:
Japanese
Will provide references upon request?
Yes
Further information about Edward Jones:
(Size of firm: Over 100 advisors)
At Edward Jones, we believe in doing business face to face. We want to get to know your unique financial objectives so we can develop a strategy to help you achieve your long-term financial goals. So, whether you want to plan for retirement, save for college, reduce your tax bills or just acquire extra income to meet monthly expenses, you can expect personalized service and information on investing in quality investments for the long-term. Contact me today to discuss your financial goals.
Member SIPC
Contact Information for Mike Olsen
Phone: (801) 733-0115
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Fax: (888) 281-6617
Address for Mike Olsen:
8619 Highland Drive
Sandy, UT, 84093
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