Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Isidore? Claim Your ProfileIsidore Ogoussan is a financial advisor with Cambridge Investment Research Advisors, Inc. in Newtown, PA. Isidore has been in the financial services industry since October 2010. Isidore is registered with both FINRA and the state of Pennsylvania. Isidore has passed both the Series 7 and Series 66 exams, and is also a Certified Financial Planner and Chartered Financial Consultant. Isidore has experience working with a variety of clients, including high-net-worth individuals, corporations, and pension plans. Isidore provides financial planning, portfolio management, and other services. Isidore is also a member of several professional organizations, including the Delaware Africa Coalition, the Young Caribbean Professional Network, and the Pennsylvania Restaurant and Lodging Association.
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.
Solicitation fees from 3rd party money managers
1
2
PA
08/08/2022 - Present
Cambridge Investment Research Advisors, Inc. (Newtown PA)
PA
02/11/2015 - 08/02/2022
HORNOR, TOWNSEND & KENT, LLC (CONSHOHOCKEN PA)
PA
10/06/2010 - 02/20/2015
METLIFE SECURITIES INC. (PLYMOUTH MEETING PA)
BOTH
Issued 11/09/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/05/2010
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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