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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

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

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:    At your office, Via email, Via phone, At my office, At your home
Investment Types:    Mutual Funds, Bonds, Stocks, Annuities, Insurance, Exchange Traded Funds (ETFs)
 

Qualifications & Memberships

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

Firm Information

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

Compliance

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

Compensation and Fees

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

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