Daniel Ahmad, financial advisor Roseville CA

Daniel Ahmad

CRD 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 25 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.

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Professional Designations
Company Name Location Dates Years
Peak Financial Freedom Group, LLC Roseville, CA Dec 2014 - Current 9
Fiduciary Solutions, LLC Atlanta, GA Mar 2011 - Current 13
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Apr 2002
S65 NASAA Investment Advisors Law Examination Feb 1999
Contact Info for Daniel S. Ahmad
Phone Number: 916-791-7063
Registered State(s):
  • CA
  • TX
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • Other
Advisory Services Offered
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

CA, TX

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