Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Kipley Dollar is a registered representative with Concourse Financial Group Securities, Inc. located in Pelham, AL. David has been in the industry since 1993 and holds several licenses and registrations including Series 6, 63, and 65. David is experienced in providing investment advice and financial planning to individuals, businesses, and investment companies. Prior to joining Concourse Financial Group Securities, Inc., David worked for Fortis Investors, Inc. and Jackson National Financial Services, Inc. David's specializations include providing financial planning, pension consulting, portfolio management, 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
01/21/1995 - Present
Concourse Financial Group Securities, Inc. (Pelham AL)
MN
06/17/1993 - 01/15/1995
FORTIS INVESTORS, INC. (OAKDALE MN)
CA
03/09/1993 - 06/23/1993
JACKSON NATIONAL FINANCIAL SERVICES, INC. (LOS ANGELES CA)
IA
Issued 03/31/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/08/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/05/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure David Dollar is the right advisor for you? Invested Better is here to help.
