Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Carlton? Claim Your ProfileCarlton Anthony Buckley, Jr. is a financial advisor with Concourse Financial Group Securities, Inc., licensed to provide financial advice in Florida. Carlton has been working in the financial services industry since 2007. Carlton has experience working with individuals, corporations, and investment companies. Carlton is also licensed to offer life insurance and variable annuities. The Curtis Anthony Group is an investment related business that provides financial advice and client reviews.
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
FL
07/03/2018 - Present
Concourse Financial Group Securities, Inc. (Heathrow FL)
FL
06/01/2017 - 06/29/2018
KOVACK SECURITIES INC. (Winter Park FL)
FL
11/01/2013 - 06/08/2017
CAPITAL GUARDIAN, LLC (WINTER PARK FL)
FL
09/27/2007 - 11/05/2013
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (HEATHROW FL)
BOTH
Issued 11/06/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/25/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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