Daniel C. Sholian
Deschutes Portfolio Strategy, Llc
Financial Planner in Lake Oswego, OR
Address:4949 Meadows Rd, Ste 200
Lake Oswego, OR 97035
About Daniel C. Sholian
Daniel Sholian is a financial professional at Deschutes Portfolio Strategy, Llc located in Lake Oswego, Oregon. Daniel Sholian holds an industry securities registration subject to FINRA oversight having passed securities examinations including . 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
Daniel Sholian 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:
Daniel Sholian4949 Meadows Rd, Ste 200
Lake Oswego, OR 97035
Phone Number:
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Website:
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