Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Overway is a financial professional with over 20 years of experience in the industry. Currently, David is registered with Concourse Financial Group Securities, Inc. David's previous experience includes roles at AIG Capital Services, Inc., Country Capital Management Company, Sammons Securities Company, LLC, W&S Brokerage Services, Inc., Sigma Financial Corporation, and Securian Financial Services, Inc. David has a broad range of experience and holds licenses for Series 6, 7, 26 and 63. David offers a variety of financial services including financial planning, pension consulting, and educational seminars.
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
02/14/2020 - Present
Concourse Financial Group Securities, Inc. (Birmingham AL)
TN
12/16/2013 - 12/09/2019
AIG CAPITAL SERVICES, INC. (BRENTWOOD TN)
IL
06/03/2011 - 12/17/2013
COUNTRY CAPITAL MANAGEMENT COMPANY (BLOOMINGTON IL)
MI
02/01/2008 - 02/22/2011
SAMMONS SECURITIES COMPANY, LLC (FENTON MI)
MI
12/06/2006 - 01/11/2008
W&S BROKERAGE SERVICES, INC. (SAGINAW MI)
MI
08/16/2004 - 12/04/2006
SIGMA FINANCIAL CORPORATION (PORT HURON MI)
MN
08/07/2003 - 08/25/2004
SECURIAN FINANCIAL SERVICES, INC. (ST. PAUL MN)
VA
07/06/1998 - 07/23/2003
CAPITAL BROKERAGE CORPORATION (GLEN ALLEN VA)
BC
Issued 06/06/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/31/2007
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/30/2008
Series 7 - General Securities Representative Examination
BC
Issued 07/01/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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