Daniel Urquidi is a financial advisor registered with CUSO Financial Services, L.P. (Member of FINRA/SIPC) with over 10 years in the financial services industry. Two years ago, he transitioned from the banking world to work as a financial advisor. he is passionate about helping clients understand their retirement options and takes a holistic approach to helping them create a plan that fits their needs. Daniel has lived in Colorado Springs for the last 15 years and enjoys spending his free time outdoors – mountain biking, snowboarding, or playing (and coaching) baseball. He also enjoys working on his golf game!
*Non-deposit investment products and services are offered through CUSO Financial Services, L.P. (“CFS”), a registered broker-dealer (Member FINRA / SIPC) 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.
CFS representatives do not provide tax or legal guidance. For such guidance please consult with a qualified professional. Information shown is for general illustration purposes and does not predict or depict the performance of any investment or strategy. Past performance does not guarantee future results.