Daniel S. Ahmad

FIDUCIARY SOLUTIONS

ROSEVILLE, CA 95661

Some features on this profile are disabled

CRD#: 1491561

Professional summary

Daniel Shiek Ahmad, CFP® is a registered financial advisor currently at FIDUCIARY SOLUTIONS LLC located in Roseville, California.

Daniel is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1986. Daniel has worked at 12 firms and has passed the Series 63, Series 65 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Daniel Shiek Ahmad's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 1989

Experience

Current

November 4, 2024 - Present

FIDUCIARY SOLUTIONS LLC

Office #1: 2520 Douglas Blvd. Ste. 110, Roseville, CA 95661

RIA

CRD#: 332247

ROSEVILLE, CA

Past

April 15, 2021 - August 24, 2025

FIDUCIARY SOLUTIONS, LLC

RIA

CRD#: 312694

ROSEVILLE, CA

Past

December 4, 2014 - July 3, 2022

FIDUCIARY SOLUTIONS, LLC

RIA

CRD#: 148118

Roseville, CA

Past

June 24, 2011 - February 22, 2012

ALLIED BEACON PARTNERS, INC.

CRD#: 46227

RICHMOND, VA

Past

May 30, 2001 - February 11, 2011

QA3 FINANCIAL LLC

RIA

CRD#: 104957

ROSEVILLE, CA

Past

May 30, 2001 - February 11, 2011

QA3 FINANCIAL CORP.

CRD#: 14754

ROSEVILLE, CA

Past

December 18, 1998 - May 29, 2001

NATIONAL PLANNING CORPORATION

CRD#: 29604

LOS ANGELES, CA

Past

March 26, 1996 - August 19, 1998

VOYA FINANCIAL ADVISORS, INC.

CRD#: 2882

WINDSOR, CT

Past

April 11, 1994 - December 18, 1998

ARAGON FINANCIAL SERVICES, INC.

CRD#: 16023

IRVINE, CA

Past

September 10, 1987 - March 28, 1994

CETERA WEALTH SERVICES, LLC

CRD#: 13572

EL SEGUNDO, CA

Past

June 3, 1986 - April 21, 1987

SENTRA SECURITIES CORPORATION

CRD#: 10249

Past

April 25, 1986 - May 19, 1987

TRIPLE CHECK FINANCIAL SERVICES, INC.

CRD#: 13344

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

California
(5/23/2025)

IAR

Texas
(11/4/2024)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

Series 63

Date: 4/5/2002

Uniform Securities Agent State Law Examination

State Security Law Exam

IAR

Series 65

Date: 2/23/1999

Uniform Investment Adviser Law Examination

General Industry/Product Exam

Series 7

Date: 4/19/1986

General Securities Representative Examination

Current Firm

FIDUCIARY SOLUTIONS LLC

CRD#: 332247 / SEC#:

Arizona

Registered Investment Advisory firm - (1/28/2026 Approved)

California

Registered Investment Advisory firm - (5/23/2025 Approved)

Nevada

Registered Investment Advisory firm - (6/11/2025 Approved)

Texas

Registered Investment Advisory firm - (10/25/2024 Conditional Restricted)

PREMIUM

Stay ahead of every change that matters. Proactive intelligence on your advisors, before issues escalate.

Biweekly Pulse, AutomaticallyScheduled alerts keep you informed without lifting a finger.

Catch Firm Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address

2520 Douglas Blvd. Ste. 110, Roseville, CA 95661

Mailing Address

Phone number

(916) 791-7063

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Similar Advisors

Jesus Zepeda

PFS INVESTMENTS INC.

SACRAMENTO, CA

Kenneth Christie

SPECTRUM WEALTH ADVISORY GROUP, LLC

IAR

Granite Bay, CA

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Daniel S. Ahmad

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Daniel Shiek Ahmad's CRS (Customer Relationship Summary).

Certified licenses

Experience

FIDUCIARY SOLUTIONS LLC

FIDUCIARY SOLUTIONS, LLC

FIDUCIARY SOLUTIONS, LLC

ALLIED BEACON PARTNERS, INC.

QA3 FINANCIAL LLC

QA3 FINANCIAL CORP.

NATIONAL PLANNING CORPORATION

VOYA FINANCIAL ADVISORS, INC.

ARAGON FINANCIAL SERVICES, INC.

CETERA WEALTH SERVICES, LLC

SENTRA SECURITIES CORPORATION

TRIPLE CHECK FINANCIAL SERVICES, INC.

State Registrations and Notice Filings

Exams

Series 63

Date: 4/5/2002

Series 65

Date: 2/23/1999

Series 7

Date: 4/19/1986

Current Firm

FIDUCIARY SOLUTIONS LLC

Contact information

Documents

Red Flags

Company Information

FIDUCIARY SOLUTIONS LLC

TRUST BUT VERIFY

Similar Advisors