Susan Gilman, CFP
Southwest Financial Services, LLC. rities and advisory services offered through KMS Financial Services, Inc.
Certified Financial Planner in Portland, OR
Address:9600 SW Oak St Ste 560
Portland, OR 97223
About Susan Gilman
Susan Gilman is a financial professional at Southwest Financial Services, LLC. rities and advisory services offered through KMS Financial Services, Inc. located in Portland, Oregon. Susan Gilman holds an industry securities registration subject to FINRA oversight having passed securities examinations . Financial advisors may be dually registered. In addition to being registered as a Registered Investment Advisor (RIA) licensed to sell insurance, advisors are often referred to as "stock brokers" when they are registered representatives to sell securities through broker dealers.
Professional Profile
Education and Degrees
No education details are currently available for this financial planner.
Languages
Susan Gilman provides services to clients in the following language(s):
- English
Specialties and Skills:
Contact this financial planner directly to learn more about their skills and specialties, since not all may be listed.
- Financial Planning Services
Industry Specialties
- No Industry Specialties
Contact Information
Address:
Susan Gilman9600 SW Oak St Ste 560
Portland, OR 97223
Phone Number:
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Website:
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