Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Monique? Claim Your ProfileMonique Kusman is a financial professional with over 20 years of experience in the industry. Monique is currently registered with Principal Securities, Inc. and holds Series 6, 7TO, 26, 63, and 65 licenses. Monique has worked for firms like Farmers Financial Solutions, LLC and North Texas Tax and Financial. Monique focuses on providing financial planning, portfolio management for individuals and businesses.
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.
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.
Seminar fees, solicitors fees, subscription consulting fees
1
2
TX
11/28/2022 - Present
Principal Securities, Inc. (SOUTHLAKE TX)
TX
04/19/2004 - 09/06/2022
FARMERS FINANCIAL SOLUTIONS, LLC (COLLEYVILLE TX)
CA
08/19/2002 - 12/31/2002
FARMERS FINANCIAL SOLUTIONS, LLC (WESTLAKE VILLAGE CA)
IA
Issued 11/26/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/22/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/20/2004
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 01/23/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/16/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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