David R. Olsen
Wealth & Retirement Design, Llc
Financial Planner in Wellesley, MA
Address:PO Box 812153
Wellesley, MA 02482
About David R. Olsen
David Olsen is a financial professional at Wealth & Retirement Design, Llc located in Wellesley, Massachusetts. David Olsen holds an industry securities registration subject to FINRA oversight having passed securities examinations including S6, S63, S65 and S7. Financial advisors may be dually registered. In addition to being registered as a Registered Investment Advisor (RIA) licensed to sell insurance, advisors are often referred to as "stock brokers" when they are registered representatives to sell securities through broker dealers.
Professional Profile
Education and Degrees
No education details are currently available for this financial planner.
Languages
David Olsen provides services to clients in the following language(s):
- English
Specialties and Skills:
Contact this financial planner directly to learn more about their skills and specialties, since not all may be listed.
- Financial Planning Services
Industry Specialties
- No Industry Specialties
Contact Information
Address:
David OlsenPO Box 812153
Wellesley, MA 02482
Phone Number:
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Website:
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