CRD: 124085
Financial Security Solutions, Corp.
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- Custodian
- Pershing ยท SEI
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 05-23-2003
- Office Locations
- 2
Office Locations
About Financial Security Solutions, Corp.
Financial Security Solutions Corp. is a California-based fiduciary financial planning firm focused on comprehensive, long-term plans and ongoing monitoring. The team works with people just starting out, entrepreneurs/business owners, retirees, and clients navigating major life transitions, pairing planning with investment selection and risk-aware asset allocation using public funds, ETFs, index funds, and mutual funds. Custody includes Pershing and SEI.
Team overview
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Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
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Technology
Owner & Executives
KAREN ILENE MALKOFF-HATTON
Certified Financial Planner, Chief Compliance Officer, President
- CRD
- #1258714
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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JAMES MARVIN PEEBLES
--
- CRD
- #1506383
Showing 1 of 2 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $68,956,602 | $212,757 |
| Total | $68,956,602 | $212,757 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Municipal Bonds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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