Alisa OlsenCRD Number: 5838691
Current Firm: Mml Investors Services, LLC
Alisa Olsen (CRD# 5838691) is an Investment Advisor Representative working at Mml Investors Services, LLC in Shelton, CT and has over 3 years of experience in the finance industry. Alisa Olsen has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Springboard Asset Management LLC
Lincoln Financial Advisors Corporation
Abbington Investment Group, LLC
|Mml Investors Services, LLC||Shelton, CT||Mar 2017 - Current||5|
|Mass Mutual Life Insurance Company||Shelton, CT||Jul 2016 - Current||6|
|Metlife Securities Inc.||Shelton, CT||Jan 2013 - Mar 2017||4|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Aug 2019|
Total Assets Under Management62,946MILLIONS
Total Number of Accounts287,089ACCOUNTS
Average Account Value$219,257
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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