Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Clinton? Claim Your ProfileClinton Vance is an investment advisor representative with Concourse Financial Group Securities, Inc. Clinton has been in the industry since 2013 and is licensed in Alabama. Clinton holds Series 6, 7, 63 and 65 licenses. Clinton is a registered representative with Concourse Financial Group Securities, Inc. and an investment advisor representative. Concourse Financial Group Securities, Inc. is a firm with offices in Birmingham, Alabama. Clinton specializes in providing financial planning, investment management, and other financial services to individuals and businesses.
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
03/07/2014 - Present
Concourse Financial Group Securities, Inc. (Birmingham AL)
AL
08/19/2013 - 02/20/2014
NEW ENGLAND SECURITIES (BIRMINGHAM AL)
IA
Issued 11/07/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/30/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/10/2018
Series 7 - General Securities Representative Examination
BC
Issued 08/18/2013
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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