The Empire Branch - Helping You Build Your Financial Future

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Address:

AXA Advisors
350 Essjay Road, Suite 300
Williamsville, NY 14221

Phone:

(716) 626-2500

Daniel Carlson

Daniel Carlson

Financial Consultant

After 10 years of Naval service as a nuclear electrician’s mate, Daniel has decided to settle down in Latham with his wife Jess and son Eion. Prior to military service, he obtained his Chemical Engineering degree from Rutgers University. During his instructor tour in Ballston Spa, he obtained his MBA from Excelsior College. Since the conclusion of his military service, he has obtained his licenses for Life, Accident, and Health Insurance, as well as his Series 7 and Series 66 and is now a Financial Consultant with AXA Advisors.

As he has met with clients, his passion for financial education has deepened because he sees many with plans in place that do not address the proper questions. As many pursue financial freedom without the proper guidance, too many have fallen into financial ruins. As things are now, there is insufficient traditional education in finances. His desire is to be a resource in our community and help navigate the financial pit traps of the world.


Securities and investment advisory services offered through AXA Advisors, LLC (212-314-4600), member FINRA/SIPC. Annuity and insurance products offered through AXA Network, LLC and its insurance agency subsidiaries. AXA Network, LLC does business in California as AXA Network Insurance Agency of California, LLC and, in Utah, AXA Network Insurance Agency of Utah, LLC. AXA Advisors and its affiliates do not provide tax or legal advice. Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.

Phone (518) 373-7378
Fax (518) 373-7373
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Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck