Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ladonna? Claim Your ProfileLadonna Beaumont is a financial advisor with over 20 years of experience in the industry. Ladonna has a strong background in helping individuals and families develop financial plans, and she is committed to providing personalized service. Ladonna is currently registered with Cuso Financial Services, LP, and has previously worked for CUNA BROKERAGE SERVICES, INC., STIFEL, NICOLAUS & COMPANY, INCORPORATED, MORGAN STANLEY SMITH BARNEY, CITIGROUP GLOBAL MARKETS INC. and D.A. DAVIDSON & CO.. Ladonna holds Series 7, 63, 65 and 66 licenses and is also a Registered Representative. Ladonna is dedicated to helping clients achieve their financial goals, whether it's saving for retirement, planning for college, or protecting their assets.
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.
A percentage of the total value of assets under management is charged.
1
2
ID
07/21/2021 - Present
Cuso Financial Services, LP (Post Falls ID)
WA
08/24/2015 - 07/30/2021
CUNA BROKERAGE SERVICES, INC. (Spokane Valley WA)
ID
10/11/2013 - 08/10/2015
STIFEL, NICOLAUS & COMPANY, INCORPORATED (COEUR D'ALENE ID)
ID
06/01/2009 - 03/05/2010
MORGAN STANLEY SMITH BARNEY (COEUR D'ALENE ID)
ID
09/11/2008 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (COEUR D'ALENE ID)
ID
05/20/1998 - 09/16/2008
D.A. DAVIDSON & CO. (COEUR D' ALENE ID)
BOTH
Issued 02/18/2015
Series 66 - Uniform Combined State Law Examination
IA
Issued 03/23/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/20/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/11/2013
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Ladonna Beaumont is the right advisor for you? Invested Better is here to help.
