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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Clyde Goldie is a financial advisor with The Colony Group, LLC. Daniel has over 28 years of experience in the financial services industry. Daniel has a wide range of experience and is able to provide financial advice and services to a variety of clients, including individuals, families, businesses, and institutions. Daniel is committed to providing personalized financial planning and investment management services that are tailored to meet the specific needs of each client. Previously, Daniel worked at PartnerVest Securities, Inc., Assante Capital Management Inc., and Royal Alliance Associates, Inc.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Tax prep. srvcs, dispute resolution srvcs, family office srvcs, bus. mgmt. srvcs, ins. solutions, credit & cash mgmt solutions..
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
Rev. sharing w/ frs and on eligible credit & cash mgmt solutions
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2
CA
07/01/2024 - Present
THE Colony Group, LLC (PALO ALTO CA)
CA
10/03/2003 - 07/01/2009
PARTNERVEST SECURITIES, INC. (MENLO PARK CA)
CA
01/01/1999 - 10/13/2003
ASSANTE CAPITAL MANAGEMENT INC. (SAN JOSE CA)
CA
02/23/1994 - 01/01/1999
REINHARDT WERBA BOWEN SECURITIES, INC. (SAN JOSE CA)
AZ
01/07/1992 - 10/01/1993
ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)
NY
11/27/1990 - 01/23/1992
NEW ENGLAND SECURITIES (NEW YORK NY)
NA
06/25/1986 - 02/21/1990
POLLOCK FINANCIAL CORPORATION
IA
Issued 01/06/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/19/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/21/1988
Series 7 - General Securities Representative Examination
BC
Issued 06/24/1986
Series 22 - Direct Participation Programs Representative Examination
Active
Inactive
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