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Inactive

Felice Rosanne Olmos

Financial Concepts

Columbus, MS

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Current Employers
Financial Concepts

2980 North Frontage Road, Columbus, MS 39701 • United States

Current Registrations

AuthorityCategoryStatusDate
MS RA APPROVED 2023-10-25
  • MS RA
    APPROVED
    Since 2023-10-25

Branch Locations

2980 North Frontage Road, Columbus, MS 39701 • 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
Financial Concepts Columbus MS 01/2020 05/2025
Nicholas Air Columbus MS 07/2018 05/2019
United Exchange Corp Los Angeles CA 05/2017 10/2017
Unemployed Los Angeles CA 09/2014 04/2017
Unemployed Los Angeles CA 11/2017 06/2018
Unemployed Columbus MS 06/2019 12/2019
Financial Concepts Columbus MS 05/2025 Present
  • 01/2020 → 05/2025
    Financial Concepts
    Columbus, MS
  • 07/2018 → 05/2019
    Nicholas Air
    Columbus, MS
  • 05/2017 → 10/2017
    United Exchange Corp
    Los Angeles, CA
  • 09/2014 → 04/2017
    Unemployed
    Los Angeles, CA
  • 11/2017 → 06/2018
    Unemployed
    Los Angeles, CA
  • 06/2019 → 12/2019
    Unemployed
    Columbus, MS
  • 05/2025 → Present
    Financial Concepts
    Columbus, MS
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-10-25
  • S65 Uniform Investment Adviser Law Examination
    2023-10-25
Other Names
  • Felice Rosanne Trager

View on SEC IAPD

Other Firms

IFG ADVISORY, LLC
STIFEL, NICOLAUS & COMPANY, INCORPORATED
WELLS FARGO CLEARING SERVICES, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
SILVER OAK SECURITIES, INCORPORATED
FIRST COMMAND ADVISORY SERVICES
VALMARK ADVISERS, INC.
LPL FINANCIAL LLC

Other Investors

SUZETTE BURNS BATES
MORGAN BAIN NICKELS
DANETTE WEST STARKS
ERNEST MARTIN BLACKBURN
JEFFREY W CHASE
TONY RANDAL JACKSON
STEVAN LENOIR BLACK
AMY ELIZABETH SHELTON

Other Offices

IFG ADVISORY, LLC · Columbus, MS
STIFEL, NICOLAUS & COMPANY, INCORPORATED · COLUMBUS, MS
WELLS FARGO CLEARING SERVICES, LLC · COLUMBUS, MS
STATE FARM INVESTMENT MANAGEMENT CORP. · Columbus, MS
SILVER OAK SECURITIES, INCORPORATED · Columbus, MS
FIRST COMMAND ADVISORY SERVICES · Columbus, MS
VALMARK ADVISERS, INC. · Columbus, MS
STATE FARM INVESTMENT MANAGEMENT CORP. · Columbus, MS

More in Columbus, MS

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