Daniel Gonzalez-Maisonet

Current Employers

Employment History

• 06/2004 → Present
  Cpa Daniel Gonzalez-Maisonet
  San Juan, PR
• 02/2012 → 12/2020
  Massmutual Life Insurance Company
  San Juan, PR
• 04/2012 → 12/2020
  Mml Investors Services Llc
  San Juan, PR
• 12/2020 → Present
  Cetera Wealth Services, Llc
  El Segundo, CA
• 06/2004 → Present
  The Fiducial Adviser, Llc
  San Juan, PR
• 06/2023 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL
• 08/2023 → Present
  Solvexity Consultancy Llc
  San Juan, PR
• 04/2024 → Present
  Fulcro Fiducial
  San Juan, PR

Previous Registrations

• 2015-04-22 → 2020-12-18
  Mml Investors Services, Llc
  San Juan, PR
  San Juan, PR
  San Juan, PR
• 2009-11-11 → 2009-12-01
  New England Securities
  San Diego, CA

Other Businesses

1) NAME OF OTHER BUSINESS: FIXED INSURANCE WITH VARIOUS COMPANIES; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: FIXED INSURANCE; START DATE: 07/2023; APX NUMBER OF HOURS PER WEEK: 8; APX NUMBER OF HOURS DURING TRADING HOURS: 8; POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT; BRIEF DESCRIPTION OF DUTIES: SELLS LIFE, HEALTH, DISABILITY, FIXED ANNUITIES, LONG-TERM CARE AND PROPERTY & CASUALTY; 2) NAME OF OTHER BUSINESS: CPA - DANIEL GONZALEZ MAISONET; INVESTMENT RELATED: NO; ADDRESS: SAME AS RESIDENTIAL LOCATION; NATURE OF BUSINESS: TAX CONSULTING / ADVISORY SERVICES; START DATE: 06/2004; POSITION/TITLE/RELATIONSHIP: CPA; APX NUMBER OF HOURS PER WEEK: 20; APX NUMBER OF HOURS DURING TRADING HOURS: 20; BRIEF DESCRIPTION OF DUTIES: TAX CONSULTING / ADVISORY SERVICES; (3) NAME OF OTHER BUSINESS: THE FIDUCIAL ADVISER, LLC; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: DBA - FINANCIAL SERVICES / INSURANCE; START DATE: 02/2020; POSITION/TITLE/RELATIONSHIP: OWNER; APX NUMBER OF HOURS PER WEEK: 30; APX NUMBER OF HOURS DURING TRADING HOURS: 30; BRIEF DESCRIPTION OF DUTIES: FINANCIAL SERVICES & INSURANCE; 4) NAME OF OTHER BUSINESS: PUERTO RICO STATE SOCIETY OF CPAS; INVESTMENT RELATED: NO; ADDRESS: 239 AVE. ATERIAL HOSTOS, STE. 1401, SAN JUAN, PR 00918; NATURE OF BUSINESS: CPA CONTINUED EDUCATION; START DATE: 5/2014; POSITION/TITLE/RELATIONSHIP: PRESIDENT OF THE PERSONAL FINANCIAL PLANNING COMMITTEE; APX NUMBER OF HOURS PER WEEK: 1; APX NUMBER OF HOURS DURING TRADING HOURS: 0; BRIEF DESCRIPTION OF DUTIES: LEAD DIRECT EFFORTS TO EDUCATE IN GENERAL FINANCIAL MATTERS TO BOTH, THE CPA COMMUNITY AND THE GENERAL COMMUNITY; 5) NAME OF OTHER BUSINESS: SOLVEXITY CONSULTANCY LLC; INVESTMENT RELATED: NO; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: CPA CONSULTING SERVICES; START DATE: 08/2023; POSITION/TITLE/RELATIONSHIP: CPA; APX NUMBER OF HOURS PER WEEK: 20; APX NUMBER OF HOURS DURING TRADING HOURS: 20; BRIEF DESCRIPTION OF DUTIES: PROVIDE VARIOUS BUSINESS CONSULTING SERVICES ; 6) NAME OF OTHER BUSINESS: DANIEL GONZALEZ-MAISONET, CPA/PFS, MBA; INVESTMENT RELATED: NO; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: EDUCATION; START DATE: 2013; POSITION/TITLE/RELATIONSHIP: CONTINUING EDUCATION INSTRUCTOR; APX NUMBER OF HOURS PER WEEK: 1; APX NUMBER OF HOURS DURING TRADING HOURS: 1; BRIEF DESCRIPTION OF DUTIES: PROVIDE CONTINUING EDUCATION SEMINARS AND WORKSHOPS IN AREA OF TAX-FINANCIAL PLANNING ; 7) NAME OF OTHER BUSINESS: FULCRO FIDUCIAL , INVESTMENT RELATED: YES, ADDRESS: SAME AS REGISTERED LOCATION, NATURE OF BUSINESS: FINANCIAL SERVICES, START DATE: 04/2024, POSITION/TITLE/RELATIONSHIP: OWNER, APX NUMBER OF HOURS PER WEEK: 30, APX NUMBER OF HOURS DURING TRADING HOURS: 30, BRIEF DESCRIPTION OF DUTIES: DBA FOR FINANCIAL SERVICES;

Exams

• S65 Uniform Investment Adviser Law Examination
  2015-04-01
• S66 Uniform Combined State Law Examination
  2009-08-13

Designations

Other Names

• Daniel Gonzalez-Maisonet