Claire Elizabeth Olson
Investment adviser representative at UBS Financial Services Inc.
13 yearsExperience
1 stateRegistered in
$915.8BFirm assets
55 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeCommissionsOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
13 years in the industry.
- UBS Financial Services, IncApr 2024 to now
- Charles Schwab & Co., Inc.Jun 2023 to Apr 2024
- Pave: Promoting Awareness VictJan 2023 to May 2023
- The Whittier Trust Company ofAug 2022 to Mar 2023
- University of Washington FosteMar 2022 to Sep 2022
- Full-time EducationOct 2021 to Mar 2022
- Jeff Kalvelage State Farm InsuJul 2021 to Oct 2021
- Delfino's Chicago Style PizzaOct 2020 to Jul 2021
- Full-time EducationMar 2019 to Oct 2020
- Fratello's Italian RestaurantJan 2017 to Mar 2019
- Full-time EducationJan 2013 to Jan 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2023
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 1 state (IL).
UBS Financial Services Inc.
$915.8BAssets managed
1,144,588Clients
9,366Advisers
55 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7745426
- Firm CRD
- 8174