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Ida Cukier shkurman

Insight Securities, Inc.

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About Ida Cukier shkurman

Ida Cukier shkurman is a financial professional with over 10 years of experience in the industry. Ida is currently registered with Insight Securities, Inc. and has previously been registered with COLONY PARK FINANCIAL SERVICES LLC. and ATLAS ONE FINANCIAL GROUP, LLC. Ida is licensed as a General Securities Representative and holds the Series 7 license. Ida specializes in providing financial planning, portfolio management for individuals and businesses, and selection of other advisors. Ida’s clients include corporations, high-net-worth individuals, and individuals other than high-net-worth.

Firm Information

Ida Cukier shkurman is currently registered with Insight Securities, Inc.. Insight Securities, Inc. is an Illinois-based corporation formed in November 1970 that provides financial planning, portfolio management for individuals and businesses, and selection of other advisors. The firm has over 10 years of experience and manages over $147 million in regulatory assets under management. They are registered with the SEC and in all 50 states, as well as the District of Columbia and Puerto Rico.
Insight Securities, Inc.

600 CENTRAL AVE.

HIGHLAND PARK, IL 60035

$147.73M

Assets Under Management

Not reported

Total Clients

47

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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commissions

Earned based on transactions or products sold.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Ida Cukier shkurman’s Registration & Firm History

TX

05/16/2017 - Present

Insight Securities, Inc. (El Paso TX)

SC

08/08/2012 - 01/02/2014

COLONY PARK FINANCIAL SERVICES LLC. (GREENVILLE SC)

FL

08/25/2010 - 07/11/2012

ATLAS ONE FINANCIAL GROUP, LLC (MIAMI FL)

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Licenses & Designations

BC

Issued 08/24/2010

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Ida Cukier shkurman.
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