Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Carol? Claim Your ProfileCarol Auterson is a registered representative with Concourse Financial Group Securities, Inc. Carol has been in the industry since 2021 and is currently located at the Birmingham, AL office. Carol has Series 7TO and SIE licenses and specializes in a variety of investment strategies. Carol's clients include individuals, high net worth individuals, corporations, and charitable organizations.
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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AL
01/28/2021 - Present
Concourse Financial Group Securities, Inc. (Birmingham AL)
BC
Issued 01/28/2021
Series 7TO - General Securities Representative Examination
BC
Issued 05/05/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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