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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ansley? Claim Your ProfileAnsley Whatley is a financial advisor with Concourse Financial Group Securities, Inc., headquartered in Birmingham, AL. Ansley is a registered representative and investment advisor representative, and has been in the industry since 2001. Ansley specializes in providing financial planning, pension consulting, educational seminars, selection of other advisors, and portfolio management for businesses and individuals. Ansley is licensed in Alabama and has been registered with Concourse Financial Group Securities, Inc. since 2006. Ansley previously worked at Raymond James Financial Services, Inc., MML Investors Services, Inc., and NYLIFE Securities Inc.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
AL
12/20/2006 - Present
Concourse Financial Group Securities, Inc. (Dothan AL)
AL
05/25/2004 - 12/18/2006
RAYMOND JAMES FINANCIAL SERVICES, INC. (DOTHAN AL)
MA
02/03/2003 - 06/07/2004
MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)
NY
02/16/2001 - 01/31/2003
NYLIFE SECURITIES INC. (NEW YORK NY)
IA
Issued 04/02/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/29/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/19/2005
Series 7 - General Securities Representative Examination
BC
Issued 02/15/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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