Check the background of your financial professional on FINRA's BrokerCheck
The content is developed from sources believed to be providing accurate information.
The information in this material is not intended as tax or legal advice. Please consult legal or tax
professionals for specific information regarding your individual situation. Some of this material was
developed and produced by Advisor Launchpad to provide information on a topic that may be of interest.
Advisor Launchpad is not affiliated with the named representative, broker-dealer, state- or SEC-registered
investment advisory firm. The opinions expressed and material provided are for general information, and
should not be considered a solicitation for the purchase or sale of any security.
Copyright 2018 Advisor Launchpad.
Susan Gilman is a Registered Representative and Investment Advisor Representative through KMS Financial Services, Inc. Susan Gilman holds Series 6, 7, 62, 63 and 65 licenses and can transact business with clients in CA, CO, ID, NV, NC, OR, TX, and WA. Susan Gilman is also an Investment Advisor Representative through KMS Financial Services, Inc. in NV, OR, TX, and WA. We may only offer services in states in which we have been properly registered or are exempt from registration. Therefore some of the services mentioned may not be available in your state, and if not, the information is not intended for you.
Southwest Financial Services, LLC is not a registered broker/dealer or independent investment advisory firm. This site may contain links to articles or other information that may be contained on a third-party website. KMS Financial Services does not control, adopt, or endorse content contained on third party websites.
Investments & Insurance Products:
Are not insured by the FDIC or any federal government agency
Are not deposits of or guaranteed by the bank or any bank affiliate
May lose value