Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Duran is a financial advisor with over 20 years of experience in the financial services industry. Daniel is registered with Cuso Financial Services, LP and holds a Series 7, Series 66, and SIE license. Daniel has been registered with the state of California and multiple other states since 2002. Daniel provides financial planning, portfolio management, and educational seminars to individuals and businesses. Previously, Daniel was affiliated with Wells Fargo Clearing Services, LLC and U.S. Bancorp Investments, Inc.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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CA
10/12/2022 - Present
Cuso Financial Services, LP (SAN FRANCISCO CA)
CA
06/04/2021 - 10/13/2022
WELLS FARGO CLEARING SERVICES, LLC (SAN FRANCISCO CA)
CA
07/12/2018 - 05/21/2021
U.S. BANCORP INVESTMENTS, INC. (SAN FRANCISCO CA)
CA
10/18/2010 - 12/15/2016
FIRST REPUBLIC SECURITIES COMPANY, LLC (SAN FRANCISCO CA)
CA
05/29/2007 - 11/03/2008
CITIGROUP GLOBAL MARKETS INC. (SAN FRANCISCO CA)
CA
02/05/2003 - 05/29/2007
CITICORP INVESTMENT SERVICES (SAN FRANCISCO CA)
CA
09/25/2002 - 02/05/2003
CAL FED INVESTMENTS (SACRAMENTO CA)
NJ
03/20/2001 - 10/11/2001
CITISTREET EQUITIES LLC (SOMERSET NJ)
MN
10/27/1999 - 03/15/2001
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
10/27/1999 - 03/15/2001
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 12/30/1999
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/26/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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