Daniel Olson (CRD# 1353012) is an Investment Advisor Representative working at Olson Tax & Financial Planning in Forest Hills, NY and has over 24 years of experience in the finance industry.
CRD# 1420183
Financial Life Focus, LLC
CRD# 2708116
Park Avenue Securities LLC
CRD# 5146297
Origin Investment Advisory LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Citigroup Global Markets Inc. | New York, NY | Dec 1998 - Current | 25 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Sep 1999 |
- NY
-
Total Assets Under Management25MILLIONS
-
Total Number of Accounts11ACCOUNTS
-
Average Account Value$2,272,727
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Other
NY
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