Unclaimed
Gus Henry Comiskey is a financial advisor with over 40 years of experience in the industry. Gus is registered with Valmark Advisers, Inc. and has held prior positions with Clark Securities, Inc., M Holdings Securities, Inc., Mutual Service Corporation, Kavanaugh Securities, Inc., Aetna Life Insurance and Annuity Company, and Integrated Resources Equity Corporation. Gus provides financial planning, pension consulting, portfolio management for businesses, individuals, and investment companies, and other consulting services. Gus is also a Managing Director with Fulcrum Partners LLC, which provides executive benefits consulting and life insurance sales. Gus's focus is on providing advice to clients on a variety of investment strategies, including individual retirement plans, estate planning, and college savings plans.
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.
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.
Strategic management for diversified investment portfolios.
Consulting
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.
A percentage of the total value of assets under management is charged.
1
2
TX
05/12/2011 - Present
Valmark Advisers, Inc. (Houston TX)
TX
09/17/2002 - 03/25/2011
CLARK SECURITIES, INC. (HOUSTON TX)
OR
12/05/2000 - 09/19/2002
M HOLDINGS SECURITIES, INC. (PORTLAND OR)
MA
10/06/1987 - 12/05/2000
MUTUAL SERVICE CORPORATION (BOSTON MA)
NA
06/25/1985 - 04/05/1988
KAVANAUGH SECURITIES, INC.
NA
06/19/1983 - 07/02/1985
AETNA LIFE INSURANCE AND ANNUITY COMPANY
NA
01/25/1982 - 06/29/1985
INTEGRATED RESOURCES EQUITY CORPORATION
IA
Issued 10/19/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/28/1982
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/12/2001
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/16/1982
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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