Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Donald? Claim Your ProfileDonald Kusak is a financial advisor with Concourse Financial Group Securities, Inc. located in Cypress, Texas. Donald has been working in the financial industry since December 1993. Donald is a registered representative in Texas and holds Series 6, 7, 26, 63 and 65 licenses. Donald has extensive experience in providing financial advice to individuals and businesses. Donald specializes in financial planning, portfolio management, and pension consulting. Donald has previously worked for World Group Securities, Inc., WMA Securities, Inc., and Intersecurities, Inc. Donald is committed to providing his clients with personalized financial advice and helping them achieve their financial goals.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
TX
01/20/2012 - Present
Concourse Financial Group Securities, Inc. (Cypress TX)
TX
04/12/2002 - 01/06/2012
WORLD GROUP SECURITIES, INC. (HOUSTON TX)
GA
04/12/1994 - 04/12/2002
WMA SECURITIES, INC. (DULUTH GA)
FL
11/30/1993 - 06/06/1994
INTERSECURITIES, INC. (ST. PETERSBURG FL)
IA
Issued 10/11/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/29/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/11/1994
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/05/1999
Series 7 - General Securities Representative Examination
BC
Issued 11/29/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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