Dave Olsen has been serving clients in the financial services industry for more than 10 years. He has a diverse background and experience in financial planning, investment strategies and insurance planning. Dave ensures clients are receiving reliable, attentive service and ongoing advice to keep financial plans on track. He has passed the Series 7 and Series 66 exams and is FL2-15 licensed.
David Olsen
Vice President of Client Services, Financial Advisor and Vice President of Wealth Management
Global Wealth Management
United States, Florida, Fort Lauderdale
About Me
Profile Information
Vice President of Client Services, Financial Advisor and Vice President of Wealth Management
Global Wealth Management
Investment Team,Operations Team
Investor
RIA/Wealth Manager/Asset Manager
Fort Lauderdale
Florida
United States
Oct 13, 2024
Work Experience
Global Wealth Management
Vice President of Client Services, Financial Advisor Oct 2017 - Present
Email: dave@askglobalwealth.com
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