Unclaimed
Barry Matthew Pittenger is a financial advisor with Concourse Financial Group Securities, Inc., registered in Tennessee. Barry has been in the financial services industry since December 1993 and has been registered with Concourse Financial Group Securities, Inc. since August 2017. Prior to that, Barry was with Lincoln Financial Securities Corporation. Barry offers a variety of financial services, including financial planning, portfolio management for individuals and businesses, and pension consulting. Barry has also been a producer/owner of insurance products since May 2009, and is an independent insurance agent/principal since September 1994.
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
TN
08/31/2017 - Present
Concourse Financial Group Securities, Inc. (Brentwood TN)
TN
11/17/2000 - 09/13/2017
LINCOLN FINANCIAL SECURITIES CORPORATION (BRENTWOOD TN)
IN
12/07/1993 - 12/18/2000
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
IN
12/07/1993 - 12/18/2000
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
BC
Issued 12/02/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/06/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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