Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brandon? Claim Your ProfileBrandon Chambliss is a financial advisor with Concourse Financial Group Securities, Inc. in Birmingham, Alabama. Brandon has been in the industry since 1995 and has experience in providing financial planning, portfolio management, and educational seminars. Brandon is also a registered principal and has a wide range of licenses and certifications, including Series 7, 6, 3, 52TO, 63, 65, 9, 10, 24, 4, and 53.
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
06/27/2022 - Present
Concourse Financial Group Securities, Inc. (Birmingham AL)
AL
02/23/2016 - 06/06/2022
ALPS DISTRIBUTORS, INC. (BIRMINGHAM AL)
AL
08/03/2015 - 01/05/2016
STIFEL, NICOLAUS & COMPANY, INCORPORATED (BIRMINGHAM AL)
AL
12/03/2009 - 01/05/2016
STERNE AGEE FINANCIAL SERVICES, INC. (BIRMINGHAM AL)
AL
01/08/2007 - 01/05/2016
STERNE, AGEE & LEACH, INC. (BIRMINGHAM AL)
AL
07/06/1999 - 08/09/2006
MORGAN STANLEY DW INC. (BIRMINGHAM AL)
GA
05/08/1998 - 06/09/1999
THE ROBINSON-HUMPHREY COMPANY, LLC (ATLANTA GA)
IN
08/07/1995 - 04/08/1998
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
IN
08/07/1995 - 04/08/1998
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
KS
08/22/1989 - 01/31/1990
WADDELL & REED, INC. (OVERLAND PARK KS)
IA
Issued 08/11/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/03/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/27/2012
Series 53 - Municipal Securities Principal Examination
BC
Issued 08/25/2008
Series 24 - General Securities Principal Examination
BC
Issued 02/02/2007
Series 4 - Registered Options Principal Examination
BC
Issued 12/01/2000
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 11/13/2000
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/23/1998
Series 3 - National Commodity Futures Examination
BC
Issued 11/04/1997
Series 7 - General Securities Representative Examination
BC
Issued 08/04/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Brandon Chambliss is the right advisor for you? Invested Better is here to help.
