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Featured Business Financial Advisor in Irvine, CA
Irvine Financial Advisors
Signature Resources
2601 Main St, Suite 700
Irvine, CA 92614
Advisor Profile
Daniel Cucuiat
Name:  Daniel Cucuiat
Disclaimer
Signature Resources is a service mark of Signature Resources Insurance and Financial Services, Inc. Signature Resources Insurance and Financial Services, Inc.is independent of John Hancock and Signator Investors, Inc. Offering John Hancock Insurance Products. Registered Representative/Securities offered through Signator Investors, Inc., member FINRA, SIPC. 2601 Main Street, 7th Floor, Irvine, CA 92614. Phone: (949) 794-0800 185-20120321-96918

About Signature Resources

Signature Resources offers independent solutions through a dynamic team-based methodology that helps individuals and businesses with the realization of their financial objectives. For the last 25 years we have grown and cultivated our team of advisors and specialists and the resources that support them, into Four key Practice Groups.



OUR PRACTICE GROUPS INCLUDE:



? Estate Planning


?Financial & Retirement Planning

? Investment Planning


?Business Planning
 

General Information

Gender:    Male
I work with the following types of clients:    Businesses, Individual Investors
Work Experience:    financial planning, wealth management, estate planning
Number of Years with Current Firm:    5
Years of Experience in Financial Services:    6
States Willing to do Business in:    ca,ok,az,co,wa,nev
States Licensed in:    ca,ok,az,co
Name of Custodial Firm:    Charles Schwab/National Financial Services(Fidelity)
Name of Broker/Dealer:    Signator
Insurance License#:    0F26483
Firm CRD#:    468
CRD#:    5108180
 

Education

Academic Background
 
Bachelor's of Science in Business and Management (Finance Emphasis) University of Redlands
 

Services

I can meet clients in the following ways:    Via email, Via phone, At your office, At your home, At my office
Investment Types:    Insurance, Annuities, Exchange Traded Funds (ETFs), Bonds, Mutual Funds, Stocks
 

Qualifications & Memberships

Non-Financial Organization Memberships:    cystic fibrosis foundation, leukemia and lymphoma society
Financial Organization Memberships:    Financial Planning Association (FPA), Million Dollar Roundtable
Insurance and Annuity Licenses:    Variable Life, Variable Annuity, Long Term Care, Life, Health, Disability, Annuity
Securities Licenses:    Series 66, Series 7
 

Firm Information

Assets Managed by Advisor:    5,800,000
Advisor's Number of Planning Clients:    35
Advisor's Number of Managed Clients:    65
Advisor's Number of Clients:    100
Assets Managed by Firm:    $725,000,000
Firm's Number of Managed Clients:    3500
Firm's Number of Clients:    43,500
 

Compliance

Criminal Disclosures in Last 5 years:    I have a clean record
Compliance Disclosures in Last 5 years:    I have a clean record
I am an acknowledged fiduciary:    Yes
Registered Representative:    Yes
Registered Investment Advisor:    Yes
 

Compensation and Fees

Additional Details on Charges:    I do not charge any fees for consultations.
Fee % Based on Assets:    1
Compensation Methods:    Based on Assets, Flat Fee
Minimum Portfolio Size for New Managed Accounts:    $150,000
Fee Structure:    Fee-Based (Fee and Commissions)
 
 
 

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