Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Hurtado is a financial professional who has been in the industry since 2012. Daniel is currently registered with TIAA-CREF Individual & Institutional Services, LLC in Frisco, Texas. Daniel is a Series 6, Series 63 and SIE licensed professional.
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.
Helps you choose top advisors aligned with your financial goals.
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.
A percentage of the total value of assets under management is charged.
Compensation from affiliates
1
2
TX
08/24/2023 - Present
Tiaa-Cref Individual & Institutional Services, LLC (Frisco TX)
TX
09/17/2014 - 11/26/2021
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (LEWISVILLE TX)
TX
10/01/2012 - 09/10/2014
J.P. MORGAN SECURITIES LLC (DALLAS TX)
TX
07/16/2012 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (DALLAS TX)
TX
01/16/2009 - 04/05/2011
CHASE INVESTMENT SERVICES CORP. (DALLAS TX)
BC
Issued 12/27/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/15/2009
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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