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Daniel Shiek Ahmad

Fiduciary Solutions, LLC

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About Daniel Shiek Ahmad

Daniel Shiek Ahmad is a financial advisor registered with Fiduciary Solutions, LLC and Fiduciary Solutions LLC. Daniel has been in the industry for over 30 years and has a broad range of experience in financial planning, insurance and investment services. Daniel holds Series 7, 63, and 65 licenses. Daniel is also a Certified Financial Planner. Daniel is a licensed insurance agent in California. Daniel is committed to helping clients achieve their financial goals.

Firm Information

Daniel Ahmad is currently registered with Fiduciary Solutions, LLC. Fiduciary Solutions, LLC is an investment advisor that provides selection of other advisors services. They have a total of 560 clients, including 111 high-net-worth individuals and 449 individuals other than high-net-worth. They have 3 licensed agents, 3 investment advisor representatives, and 1 registered representative.

Not reported

Assets Under Management

Not reported

Total Clients

2

Total Financial Advisors

Services Offered

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.

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selection of other advisors

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Fee Structure

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.

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other

Selection of other adviser fees

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Daniel Ahmad’s Registration & Firm History

CA

11/11/2021 - Present

Fiduciary Solutions, LLC (ROSEVILLE CA)

VA

06/24/2011 - 02/22/2012

ALLIED BEACON PARTNERS, INC. (RICHMOND VA)

CA

05/30/2001 - 02/11/2011

QA3 FINANCIAL CORP. (ROSEVILLE CA)

CA

12/18/1998 - 05/29/2001

NATIONAL PLANNING CORPORATION (LOS ANGELES CA)

CA

04/11/1994 - 12/18/1998

ARAGON FINANCIAL SERVICES, INC. (IRVINE CA)

CT

03/26/1996 - 08/19/1998

WASHINGTON SQUARE SECURITIES, INC. (WINDSOR CT)

CA

09/10/1987 - 03/28/1994

FINANCIAL NETWORK INVESTMENT CORPORATION (EL SEGUNDO CA)

NA

04/25/1986 - 05/19/1987

TRIPLE CHECK FINANCIAL SERVICES, INC.

NA

06/03/1986 - 04/21/1987

SENTRA SECURITIES CORPORATION

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Licenses & Designations

BC

Issued 04/05/2002

Series 63 - Uniform Securities Agent State Law Examination

IA

Issued 02/23/1999

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 04/19/1986

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Daniel Shiek Ahmad.
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