Daniel Duran Email & Phone Number

A client-focused relationship manager that excels at improving the financial lives of my clients with 20 years of financial services industry experience. My goal is to listen to my clients to uncover their financial goals and develop a plan we can implement today. I'm a tennis player and love to play doubles. I'm also a runner and am currently training for my next half marathon.Financial Industry Regulatory Authority registered Series 7 and 66California Insurance License #0C81779Licensed to sell securities in CA Non-deposit investment products and services are offered through CUSO Financial Services, L.P. (“CFS”), a registered broker-dealer (Member FINRA www.finra.org /SIPC www.sipc.org ) and SEC Registered Investment Advisor. Products offered through CFS: are not NCUA/NCUSIF or otherwise federally insured, are not guarantees or obligations of the credit union, and may involve investment risk including possible loss of principal. Investment Representatives are registered through CFS. The Credit Union has contracted with CFS to make non-deposit investment products and services available to credit union members. Financial Advisors are registered to conduct securities business and licensed to conduct insurance business in limited states. Response to, or contact with, residents of other states will be made only upon compliance with applicable licensing and registration requirements. The information in this website is for U.S. residents only and does not constitute an offer to sell, or a solicitation of an offer to purchase brokerage services to persons outside of the United States.www.finra.orgwww.spic.org

Listed skills include Banking, Marketing, Credit, Sales, and 30 others.

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  California State Polytechnic University-Pomona

  Ba