Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Fuentes is a financial professional with over 35 years of experience in the financial services industry. Daniel is currently registered with Usaa Investment Services Co., providing investment advice and financial planning services to individuals and families. Daniel has held previous positions with several other firms, including USAA Financial Advisors, Inc. and Riverstone Wealth Management, Inc. Daniel holds Series 6, 7, 24, 52TO, 53, and 63 licenses as well as the SIE certification. Daniel is also a Certified Financial Planner™ and a Chartered Financial Consultant.
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.
Referrals
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.
Referral fees pursuant to a referral agreement
1
2
TX
01/08/2018 - Present
Usaa Investment Services Co. (SAN ANTONIO TX)
TX
11/30/2009 - 06/08/2020
USAA FINANCIAL ADVISORS, INC. (SAN ANTONIO TX)
TX
05/13/2009 - 10/20/2009
RIVERSTONE WEALTH MANAGEMENT, INC. (SAN ANTONIO TX)
TX
09/04/2008 - 05/18/2009
NEW ENGLAND SECURITIES (SAN ANTONIO TX)
TX
09/25/2007 - 04/30/2008
USAA FINANCIAL ADVISORS, INC. (SAN ANTONIO TX)
TX
12/06/1994 - 12/31/2007
USAA INVESTMENT MANAGEMENT COMPANY (SAN ANTONIO TX)
TX
04/21/1987 - 11/18/1993
USAA INVESTMENT MANAGEMENT COMPANY (SAN ANTONIO TX)
NA
09/29/1986 - 04/29/1987
NEW ENGLAND SECURITIES CORPORATION
NA
07/22/1983 - 01/07/1986
EQUICO SECURITIES, INC.
NA
07/22/1983 - 01/06/1986
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES
IA
Issued 07/02/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/29/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/19/2012
Series 53 - Municipal Securities Principal Examination
BC
Issued 11/18/1997
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/06/1990
Series 7 - General Securities Representative Examination
BC
Issued 07/21/1983
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Daniel Fuentes is the right advisor for you? Invested Better is here to help.
