Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Axel? Claim Your ProfileAxel Balandrano is a financial advisor with Concourse Financial Group Securities, Inc. based in Houston, TX. Axel has over 20 years of experience in the financial services industry. Axel has been registered with the Securities and Exchange Commission (SEC) since 2003. Axel holds Series 7, Series 63, Series 66, and Series 52 licenses. Axel also holds the Securities Industry Essentials Examination (SIE) license. Axel has experience working with individuals, families, and businesses. Axel provides financial planning, investment management, and insurance services. Axel has previously worked with Park Avenue Securities LLC, Chase Investment Services Corp., AXA Advisors, LLC, Bank United Securities Corp., and Olde Discount Corporation. Axel Balandrano and Concourse Financial Group Securities, Inc. are committed to providing their clients with the highest level of service and professionalism.
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.
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2
TX
06/27/2014 - Present
Concourse Financial Group Securities, Inc. (Houston TX)
TX
08/15/2005 - 04/22/2014
PARK AVENUE SECURITIES LLC (HOUSTON TX)
IL
07/14/2004 - 03/14/2005
CHASE INVESTMENT SERVICES CORP. (CHICAGO IL)
NY
10/23/2003 - 03/15/2004
AXA ADVISORS, LLC (NEW YORK NY)
TX
03/12/1999 - 07/26/2000
BANK UNITED SECURITIES CORP. (HOUSTON TX)
MI
07/08/1997 - 02/23/1998
OLDE DISCOUNT CORPORATION (DETROIT MI)
BOTH
Issued 10/16/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/14/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/22/2003
Series 7 - General Securities Representative Examination
BC
Issued 07/05/1997
Series 52 - Municipal Securities Representative Examination
Active
Inactive
F
FINRA
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