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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 Creston Sholian is a financial advisor registered with Matisse Capital. Daniel has been in the financial industry since 1982 and is licensed in Oregon. Daniel has experience working with a range of clients, including individuals, high-net-worth individuals, charitable organizations, pension and profit-sharing plans, and investment companies. Daniel specializes in providing financial planning, pension consulting, educational seminars, selection of other advisers, portfolio management for businesses, individuals, investment companies, and pooled investment vehicles.
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.
Strategic management for diversified investment portfolios.
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.
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2
OR
01/01/2025 - Present
Matisse Capital (PORTLAND OR)
WA
08/31/2004 - 12/31/2005
KMS FINANCIAL SERVICES, INC. (SEATTLE WA)
MA
08/08/2002 - 08/31/2004
CANTELLA & CO., INC. (MALDEN MA)
FL
01/04/1999 - 08/05/2002
RAYMOND JAMES FINANCIAL SERVICES, INC. (ST. PETERSBURG FL)
FL
04/02/1997 - 01/04/1999
ROBERT THOMAS SECURITIES, INC (ST. PETERSBURG FL)
NA
10/07/1993 - 03/31/1997
DAIN BOSWORTH INCORPORATED
CA
06/09/1987 - 09/24/1993
RAGEN MACKENZIE INCORPORATED (SAN FRANCISCO CA)
NA
11/29/1983 - 05/13/1987
DREXEL BURNHAM LAMBERT INCORPORATED
NA
03/30/1982 - 11/29/1983
FOSTER & MARSHALL/AMERICAN EXPRESS INC.
BC
Issued 04/26/1982
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/20/1982
Series 7 - General Securities Representative Examination
Active
Inactive
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