Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Gonzalez-maisonet is a financial advisor who has been in the industry since 2009. Daniel has a wide range of experience, having worked with Cetera Investment Advisers LLC, MML Investors Services, LLC and NYLIFE Securities LLC. Daniel holds a Series 65 and Series 66 license, as well as a Series 24, Series 7 and SIE license, and is registered in Florida, Georgia, Pennsylvania, and Puerto Rico. Daniel is a Certified Public Accountant (CPA) and a Personal Financial Specialist (PFS). Daniel is also an owner of The Fiducial Adviser, LLC, a business specializing in financial services and insurance.
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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2
PR
06/29/2023 - Present
Cetera Investment Advisers LLC (SAN JUAN PR)
PR
04/23/2012 - 12/18/2020
MML INVESTORS SERVICES, LLC (San Juan PR)
CA
10/28/2010 - 12/19/2011
NYLIFE SECURITIES LLC (SAN DIEGO CA)
CA
07/27/2009 - 12/01/2009
NEW ENGLAND SECURITIES (SAN DIEGO CA)
IA
Issued 04/01/2015
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 08/13/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/06/2022
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/24/2009
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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