Daniel Guibert

Registered Financial Advisor at TruStone Financial Credit Union
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Contact Information
us****@****om
(386) 825-5501
Location
Minneapolis, Minnesota, United States, US

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Bio

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Credentials

  • Series 66
    Financial Industry Regulatory Authority (FINRA)
    Mar, 2015
    - Nov, 2024
  • Series 7
    Financial Industry Regulatory Authority (FINRA)
    Jan, 2015
    - Nov, 2024
  • Chartered Retirement Planning Specialist
    College for Financial Planning

Experience

  • TruStone Financial Credit Union
    • United States
    • Banking
    • 200 - 300 Employee
    • Registered Financial Advisor
      • Mar 2020 - Present

  • Firefly Credit Union through CUNA Brokerage Services
    • Minneapolis, Minnesota, United States
    • Associate Financial Advisor
      • Mar 2020 - Mar 2020

  • Golden 1 Credit Union
    • United States
    • Banking
    • 700 & Above Employee
    • Financial Advisor
      • Sep 2018 - Mar 2020

  • Ascendant Capital, LLC.
    • Client Relations at Ascendant Capital
      • Mar 2018 - Jul 2018

  • MicroVentures
    • Austin, Texas Area
    • Investor Relations
      • Jan 2018 - Mar 2018

  • Kestra Financial
    • United States
    • Financial Services
    • 200 - 300 Employee
    • Operations Support Specialist
      • Aug 2015 - Jan 2018

  • Edward Jones
    • United States
    • Financial Services
    • 700 & Above Employee
    • Financial Advisor
      • Dec 2014 - Aug 2015

       Prospected to build a new client base  Met with clients to analyze their current financial standing including interpreting various financial documents  Interviewed clients to help determine their long term goals, risk tolerance and time horizon  Established a customized financial plan to achieve their goals  Maintained contact to keep clients focused on their long term strategy  Rebalanced clients portfolio based on real world events  Prospected to build a new client base  Met with clients to analyze their current financial standing including interpreting various financial documents  Interviewed clients to help determine their long term goals, risk tolerance and time horizon  Established a customized financial plan to achieve their goals  Maintained contact to keep clients focused on their long term strategy  Rebalanced clients portfolio based on real world events

Education

  • Navarro College
    American History (United States)
    1999 - 2001

Community

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