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Nicholas Olson Email & Phone Number
Director, Associate Wealth Advisor
at
WHZ Strategic Wealth Advisors
1 work email found
@fmr.com
LinkedIn matched
4 data sources
Profile completeness 86%
Current company
Role
Director, Associate Wealth Advisor
Location
United States, United States, United States
Company size
Who is Nicholas Olson? Overview
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Quick answer
Nicholas Olson is listed as Director, Associate Wealth Advisor at WHZ Strategic Wealth Advisors, a company with 25 employees, based in United States, United States, United States. AeroLeads shows a work email signal at fmr.com and a matched LinkedIn profile for Nicholas Olson.
Nicholas Olson previously worked as Financial Services Associate at Professional Planning Group and Investment Solutions Representative II (Fixed Income Specialist) at Fidelity Investments. Nicholas Olson holds Bachelor Of Science - Bs, Finance, General from Johnson & Wales University.
Company email context
Email format at WHZ Strategic Wealth Advisors
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{first}.{last}@fmr.com
86% confidence
AeroLeads found 1 current-domain work email signal for Nicholas Olson. Compare company email patterns before reaching out.
Profile bio
About Nicholas Olson
Finance, business, and automotive sciences are just a few of my personal interests. I am currently employed by Professional Planning Group and attending Johnson and Wales University to obtain a B.S in finance.Always open to connect and chat!
Current workplace
Nicholas Olson's current company
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Whz Strategic Wealth Advisors
7 roles
Nicholas Olson work experience
A career timeline built from the work history available for this profile.
Financial Services Associate
Current
Professional Planning Group
With Professional Planning Group I take a dedicated approach to each client interaction by working through trade requests, account maintenance and updates, and assisting the advisors to further their relationships with their clients. We have the opportunity to make a difference in the financial lives of our clients, and I enjoy being a part of that process!
Oct 2024 - Present
Investment Solutions Representative Ii (Fixed Income Specialist)
Assist clients with investment guidance, strategizing using fixed income products such as bonds, CD’s, treasuries and more in order to assist them with reaching their financial goals. Assist with connecting our clients to our other business partners in order to meet holistic planning needs.
Nov 2023 - Oct 2024
Investment Solutions Represenatative
Working in investment solutions as a planning and guidance representative, assisting clients in connecting with consultants, running suitability analysis, and assisting in planning for retirement.
Apr 2023 - Nov 2023
High Net Worth Associate
Assist high net worth clients with account management, securities trading and provide information regarding financial markets, retirement accounts, and more.
Sep 2022 - Apr 2023
Customer Relationship Advocate
Assist clients with account management, securities trading and provide information regarding financial markets, retirement accounts, and more.
Nov 2021 - Sep 2022
Shipping And Receiving Specialist
Unload trucks and freight, document received product, file on paper and in computer system, assign location within warehouse and put product away.
Jul 2021 - Nov 2021
2 education records
Nicholas Olson education
Bachelor Of Science - Bs, Finance, General
High School Diploma, Business Administration And Management, General
FAQ
Frequently asked questions about Nicholas Olson
Quick answers generated from the profile data available on this page.
What company does Nicholas Olson work for?
Nicholas Olson works for WHZ Strategic Wealth Advisors.
What is Nicholas Olson's role at WHZ Strategic Wealth Advisors?
Nicholas Olson is listed as Director, Associate Wealth Advisor at WHZ Strategic Wealth Advisors.
What is Nicholas Olson's email address?
AeroLeads has found 1 work email signal at @fmr.com for Nicholas Olson at WHZ Strategic Wealth Advisors.
Where is Nicholas Olson based?
Nicholas Olson is based in United States, United States, United States while working with WHZ Strategic Wealth Advisors.
What companies has Nicholas Olson worked for?
Nicholas Olson has worked for Whz Strategic Wealth Advisors, Professional Planning Group, Fidelity Investments, and Walgreens.
How can I contact Nicholas Olson?
You can use AeroLeads to view verified contact signals for Nicholas Olson at WHZ Strategic Wealth Advisors, including work email, phone, and LinkedIn data when available.
What schools did Nicholas Olson attend?
Nicholas Olson holds Bachelor Of Science - Bs, Finance, General from Johnson & Wales University.
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