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Claire Elizabeth Olson

Ubs Financial Services Inc.

Chicago, IL

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Current Employers
Ubs Financial Services Inc.

1200 Harbor Boulevard, Weehawken, NJ 07086 • United States

Current Registrations

AuthorityCategoryStatusDate
IL RA APPROVED 2024-08-19
  • IL RA
    APPROVED
    Since 2024-08-19

Branch Locations

One North Wacker Drive Ste 3300, Chicago, IL 60606 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Full-Time Education Laguna Niguel CA 01/2013 01/2017
Fratello's Italian Restaurant Laguna Niguel CA 01/2017 03/2019
Full-Time Education Laguna Niguel CA 03/2019 10/2020
Delfino's Chicago Style Pizza Seattle WA 10/2020 07/2021
Jeff Kalvelage State Farm Insu Seattle WA 07/2021 10/2021
Full-Time Education Laguna Niguel CA 10/2021 03/2022
University Of Washington Foste Seattle WA 03/2022 09/2022
The Whittier Trust Company Of Seattle WA 08/2022 03/2023
Pave: Promoting Awareness Vict Chicago IL 01/2023 05/2023
Charles Schwab & Co., Inc. Chicago IL 06/2023 04/2024
Ubs Financial Services, Inc Chicago IL 04/2024 Present
  • 01/2013 → 01/2017
    Full-Time Education
    Laguna Niguel, CA
  • 01/2017 → 03/2019
    Fratello's Italian Restaurant
    Laguna Niguel, CA
  • 03/2019 → 10/2020
    Full-Time Education
    Laguna Niguel, CA
  • 10/2020 → 07/2021
    Delfino's Chicago Style Pizza
    Seattle, WA
  • 07/2021 → 10/2021
    Jeff Kalvelage State Farm Insu
    Seattle, WA
  • 10/2021 → 03/2022
    Full-Time Education
    Laguna Niguel, CA
  • 03/2022 → 09/2022
    University Of Washington Foste
    Seattle, WA
  • 08/2022 → 03/2023
    The Whittier Trust Company Of
    Seattle, WA
  • 01/2023 → 05/2023
    Pave: Promoting Awareness Vict
    Chicago, IL
  • 06/2023 → 04/2024
    Charles Schwab & Co., Inc.
    Chicago, IL
  • 04/2024 → Present
    Ubs Financial Services, Inc
    Chicago, IL
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-08-19
S63 Uniform Securities Agent State Law Examination 2023-10-19
  • S66 Uniform Combined State Law Examination
    2024-08-19
  • S63 Uniform Securities Agent State Law Examination
    2023-10-19

View on SEC IAPD

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Other Investors

James Michael Franch
HAROLD NELSON LEAVELL
CARLYLE KELLY MADDEN
PHILIP JOHN RIDOLPHI
SUSAN MARY SHACKLETTE
KRISTI LYNN MILLS
NATHANIEL MITCHELL COLEMAN
KEITH MATTHEW CARDOZA

Other Offices

BROWNSON, REHMUS & FOXWORTH, INC. · CHICAGO, IL
PFINGSTEN PARTNERS, L.L.C. · CHICAGO, IL
GUGGENHEIM FUNDS DISTRIBUTORS, LLC · CHICAGO, IL
GUGGENHEIM INVESTMENTS · CHICAGO, IL
PEKIN HARDY STRAUSS, INC. · CHICAGO, IL
SPIDERROCK ADVISORS, LLC · CHICAGO, IL
PROSPECT PARTNERS ADVISORS LLC · CHICAGO, IL
DOYENNE WEALTH ADVISORS · CHICAGO, IL

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