Nancy Olsen Email & Phone Number
Sr. Financial Representative, Principal Securities Registered Rep. @ Principal Financial Group
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Nancy Olsen Location
- Newport News, VA, US
Nancy Olsen Work
- Sr. Financial Representative, Principal Securities Registered Rep. @ (April 2016 - Present)
- Health Insurance Agent @ TFA Benefits (August 2012 - Present)
- Financial Specialist @ Nationwide (October 2007 - April 2016)
- Financial Services Representative @ (September 2004 - May 2006)
- Owner @ Olsen Financial Services, Inc. (May 1989 - September 2004)
Nancy Olsen Education
- The American College of Financial Services
Insurance and Estate Planning
2001 - Portland Community College
Associate's degree (Certified Paralegal)
1978
Nancy Olsen Skills
- 401k
- 403 b
- Asset Allocation
- Business Continuity Planning
- Business Overhead Expense
- Buy-sell Agreements
- Charitable Giving
- College Funding Strategies
- Deferred Compensation
- Dental Insurance
- Disability Insurance
- Estate Planning
- Executive Benefit Strategies
- Financial Needs Analysis
- Fixed Annuities
- Heatlh Insurance
- Income Protection
- Informal Business Valuation
- Key Person Insurance
- Long-Term Care Insurance
- Mutual Funds
- Pension Plans
- Retirement Planning
- Roth IRA
- SEP IRA
- Salary Continuation
- Series 6
- Series 63
- Simple IRA
- Split Dollar Plans
- Supplemental Retirement Income
- Survivor Income
- Tax-Deferred Savings
- Term Life Insurance
- Traditional IRA
- Universal Life Insurance
- Wealth Accumulation
- Wellness Programs
- Whole Life Insurance
- Buy Sell Agreements
- Long Term Care Insurance
- Tax Deferred Savings
Nancy Olsen Summary
- Nancy Olsen, based in Newport News, VA, US, is currently a Sr. Financial Representative, Principal Securities Registered Rep. at Principal Financial Group. Nancy Olsen brings experience from previous roles at TFA Benefits, Nationwide, Principal Financial Group and Olsen Financial Services, Inc.. Nancy Olsen holds a Insurance and Estate Planning @ The American College of Financial Services. With a robust skill set that includes 401k, 403 b, Asset Allocation, Business Continuity Planning, Business Overhead Expense and more. Nancy Olsen has 1 mobile phone numbers on RocketReach.
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