Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Connie? Claim Your ProfileConnie Locklear Logelin is a financial professional with experience in the industry. Connie has a Series 63, Series 6TO, and SIE licenses and is registered with the state of North Carolina through Concourse Financial Group Securities, Inc. Connie works with individuals, high net worth individuals, corporations, and pension and profit sharing plans. Connie has a background with Prudential Annuities Distributors, Inc and Concourse Financial Group Securities, Inc.
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
05/12/2023 - Present
Concourse Financial Group Securities, Inc. (Birmingham AL)
CT
09/09/2022 - 02/14/2023
PRUDENTIAL ANNUITIES DISTRIBUTORS, INC (SHELTON CT)
AL
03/22/2019 - 04/08/2022
CONCOURSE FINANCIAL GROUP SECURITIES, INC. (BIRMINGHAM AL)
BC
Issued 04/05/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/22/2019
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 01/22/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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