Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Thomas Olsen is a financial advisor at Global Wealth Management Investment Advisory, Inc. David has over 10 years of experience in the financial services industry. David has a Series 7, Series 31 and Series 66 license. David specializes in providing financial planning, portfolio management, and retirement planning services.
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.
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.
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.
1
2
FL
11/06/2017 - Present
Global Wealth Management Investment Advisory, Inc. (FORT LAUDERDALE FL)
FL
10/31/2017 - 12/08/2023
MADISON AVENUE SECURITIES, LLC (Fort Lauderdale FL)
FL
06/24/2013 - 10/10/2017
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (FT LAUDERDALE FL)
FL
02/25/2008 - 07/23/2009
PACIFIC WEST SECURITIES, INC. (BOCA RATON FL)
FL
03/15/2007 - 02/20/2008
COSTA FINANCIAL SECURITIES, INC. (HOLLYWOOD FL)
FL
12/20/2005 - 03/02/2007
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (FORT LAUDERDALE FL)
NY
11/19/2004 - 07/21/2005
MORGAN STANLEY DW INC. (PURCHASE NY)
BOTH
Issued 10/25/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/24/2013
Series 7 - General Securities Representative Examination
BC
Issued 11/04/2004
Series 31 - Futures Managed Funds Examination
Active
Inactive
Not sure David Olsen is the right advisor for you? Invested Better is here to help.
