Unclaimed Profile

Monique (nmn) Schulman

FLEXPATH STRATEGIES LLC·ALISO VIEJO, California

SIE, Series 3, Series 6, Series 6TO, Series 7, Series 7TO, Series 8, Series 9, Series 10, Series 24, Series 63, Series 99TOClean recordFLEXPATH STRATEGIES LLC

120 VANTIS SUITE 480, ALISO VIEJO, CA 92656CRD# 1225088Firm CRD# 174306

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Monique (nmn) Schulman · ALISO VIEJO, CA

Registration

CRD #1225088 · FLEXPATH STRATEGIES LLC

Brand Profile

Not yet started

Registrations & Exams

FINRA examinations passed

SIE

Series 3

Series 6

Series 6TO

Series 7

Series 7TO

Series 8

Series 9

Series 10

Series 24

Series 63

Series 99TO

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

FLEXPATH STRATEGIES LLC

CRD 174306 · SEC 801-80914

AUM

$66.0B

Regulatory assets under management

Employees

902 client accounts

Services offered by FLEXPATH STRATEGIES LLC

Per Form ADV

Pension consulting

Publication of periodicals/newsletters

Client types served by the firm

Per Form ADV

Pension & Retirement Plans

View all advisors at FLEXPATH STRATEGIES LLC →

Introduction

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Frequently Asked Questions

What services does Monique (nmn) Schulman offer?

Monique (nmn) Schulman specializes in Retirement Planning, Fee-Only Advisory. Contact their office in ALISO VIEJO, California for a consultation.

What are Monique (nmn) Schulman's credentials?

Monique (nmn) Schulman is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Monique (nmn) Schulman located?

Monique (nmn) Schulman is based in ALISO VIEJO, California, working with FLEXPATH STRATEGIES LLC. Their office serves clients in the ALISO VIEJO metropolitan area and surrounding communities.

How does Monique (nmn) Schulman charge for services?

Monique (nmn) Schulman's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is FLEXPATH STRATEGIES LLC?

FLEXPATH STRATEGIES LLC has approximately 25 employees and manages $66.0B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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