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

Education

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

Services

Investment Types:    Insurance, Annuities, Exchange Traded Funds (ETFs), Bonds, Mutual Funds, Stocks
 

Qualifications & Memberships

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

Firm Information

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

Compliance

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

Compensation & Fees

Fee Structure:    I am a fee-based financial professional
Minimum Portfolio Size for New Managed Accounts:    $150,000
Compensation Methods:    Based on Assets, Flat Fee
Fee % Based on Assets:    1
Additional Details on Charges:    I do not charge any fees for consultations.
 
 
 
Prepared By: Daniel Cucuiat

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