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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Olson is a financial advisor with The Colony Group, LLC. He is registered with the state of Maryland and Florida. David has a Series 7 and Series 66 license. Prior to joining The Colony Group, David worked at WORCH CAPITAL LLC, Alpha DNA Investment Management and MacroView Investment Management. David specializes in providing financial advice to individuals, high-net-worth individuals, corporations, businesses, and other entities. He has experience in portfolio management, financial planning, and tax preparation services. David is committed to helping his clients achieve their financial goals.
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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MD
01/06/2024 - Present
THE Colony Group, LLC (Bethesda MD)
MN
03/08/2004 - 07/01/2004
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
03/08/2004 - 07/01/2004
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 03/19/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/05/2004
Series 7 - General Securities Representative Examination
Active
Inactive
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