Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Darryl? Claim Your ProfileDarryl Wilson is a financial advisor with Concourse Financial Group Securities, Inc. Darryl has been in the financial services industry since 2000 and is registered in Alabama, Florida, Georgia, and Tennessee. Darryl's current firm, Concourse Financial Group Securities, Inc., is based in Birmingham, Alabama, and offers a variety of financial services to individuals, businesses, and institutions. Darryl also holds appointments with Provident Partners LLC and Provident Planning LLC, which are both based in Birmingham, Alabama. In addition to his financial advisory services, Darryl also provides tax preparation services to a limited number of clients.
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
02/11/2010 - Present
Concourse Financial Group Securities, Inc. (Birmingham AL)
AL
09/30/2008 - 02/03/2010
FIRST LEGACY SECURITIES, LLC (HELANA AL)
AL
06/21/2005 - 09/26/2008
SUNSET FINANCIAL SERVICES, INC. (HELENA AL)
NY
08/16/2002 - 06/14/2005
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NY
05/12/2000 - 08/21/2002
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
IA
Issued 06/21/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/23/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/10/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Darryl Wilson is the right advisor for you? Invested Better is here to help.
