Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Olsen is a financial advisor with LPL Financial LLC, a firm with over $50 billion in assets under management. Daniel has been in the financial industry since 2001 and has worked with several firms before joining LPL. Daniel is a registered representative and investment advisor representative and holds both Series 7 and Series 66 licenses. He provides financial advice to individuals, corporations, and charitable organizations. Daniel specializes in financial planning, portfolio management, and consulting. He is also licensed to sell insurance.
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.
Consulting and other non-discretionary advisory services
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
WI
10/26/2007 - Present
LPL Financial LLC (HUDSON WI)
WI
04/12/2006 - 11/05/2007
ONEAMERICA SECURITIES, INC. (HUDSON WI)
WI
09/17/2004 - 04/13/2006
WADDELL & REED, INC. (RIVER FALLS WI)
IA
01/31/2002 - 09/08/2004
PRINCOR FINANCIAL SERVICES CORPORATION (DES MOINES IA)
NY
07/20/2001 - 01/29/2002
AXA ADVISORS, LLC (NEW YORK NY)
BOTH
Issued 07/30/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/19/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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