Daniel Goldman

from Olson Investment Advisors, LLC
SEC regulated
Regulated Investment Advisor
Daniel Goldman is a financial advisor based in Washington, Bellevue, with 22 years of experience. Daniel currently works for Olson Investment Advisors, LLC. Daniel maintains the following licenses: S63 (Uniform Securities Agent State Law Examination), S66 (Uniform Combined State Law Examination), qualifying them as both a securities agent and an investment advisor representative.
This advisor is a SEC regulated
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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Daniel Goldman works at Olson Investment Advisors, LLC
Olson Investment Advisors, LLC is a financial advisory firm based in Bellevue, Washington. It currently has approximately $130,841,049 of assets under management and employs about 2 people. Olson Investment Advisors, LLC uses a fee structure of and a percentage of assets under your management.
Certifications and registrations
Uniform Securities Agent State Law Examination (S63)
Uniform Combined State Law Examination (S66)
Years registered
5 years
Fee structure
and a percentage of assets under your management
Office location
1715 114th Ave Se, Suite 200, Bellevue, Washington, 98004

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