MO
CFA
MO
CFA

Miriam Olson

21 Years of Experience
Downers Grove, IL
Broker

Miriam Olson is a CFA-designated registered investment advisor, based in Downers Grove, IL, with 21 years of industry experience.

Location

3500 Lacey Road, Suite 700, Downers Grove, IL, 60515

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Invesco Advisers, INC.
April 2024 - Present · 2 yrs 3 mos
Invesco Distributors, INC.Broker
April 2024 - Present · 2 yrs 3 mos
Previous Registrations
Invesco Advisers, INC.
November 2018 - October 2023 · 4 yrs 11 mos
Invesco Distributors, INC.Broker
November 2018 - October 2023 · 4 yrs 11 mos
Nuveen Securities, LLCBroker
October 2007 - January 2018 · 10 yrs 3 mos
Maple Securities U.S.A. INC.Broker
August 2000 - March 2005 · 4 yrs 7 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
Miriam Olson - Financial Advisor | TrueAdvisor