Patrick Olski, financial advisor Wellesley MA
93 score

Patrick Olski

CRD Number: 4512898
Current Firm: Northwestern Mutual Investment Services,llc

Patrick Olski (CRD# 4512898) is an Investment Advisor Representative working at Northwestern Mutual Investment Services,llc in Wellesley, MA and has over 14 years of experience in the finance industry.

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Company Name Location Dates Years
Northwestern Mutual Wealth Management Company Milwaukee, WI Mar 2014 - Current 2
Northwestern Mutual Investment Services,llc Wellesley, MA Jan 2010 - Current 6
Northwestern Mutual Life Insurance Company Milwaukee, WI Mar 2002 - Current 14
Northwestern Mutual Investment Services, LLC Wellesley, MA Jan 2010 - Mar 2016 6
Northwestern Mutual Investment Services, LLC Boston, MA Apr 2007 - Jan 2010 2
Northwestern Mutual Investment Services, LLC Boston, MA Mar 2002 - Jan 2010 7
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 2002
S65 NASAA Investment Advisors Law Examination Jun 2006
Contact Info for Patrick E. Olski
Phone Number: 866-664-7737
Registered State(s):
  • MA
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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