Daniel AhmadCRD Number: 1491561
Current Firm: Fiduciary Solutions, LLC
Daniel Ahmad (CRD# 1491561) is an Investment Advisor Representative working at Fiduciary Solutions, LLC in Roseville, CA and has over 24 years of experience in the finance industry. Daniel Ahmad has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Capital Planning Advisors LLC
Dynamic Wealth Strategies, LLC
|Peak Financial Freedom Group, LLC||Roseville, CA||Dec 2014 - Current||8|
|Fiduciary Solutions, LLC||Atlanta, GA||Mar 2011 - Current||12|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Apr 2002|
|S65||NASAA Investment Advisors Law Examination||Feb 1999|
Total Assets Under Management0MILLIONS
Total Number of Accounts0ACCOUNTS
Average Account Value$0
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
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