Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Donald? Claim Your ProfileDonald Ray Friedeck is a financial advisor with Concourse Financial Group Securities, Inc. Donald has been working in the financial industry since April 2000 and is registered in eight states, including Arizona, California, Colorado, Louisiana, New Mexico, North Carolina, Oklahoma and Texas. Donald has passed the Series 6, Series 63, and SIE exams, giving him a strong foundation in financial products and regulations. He is also experienced in providing financial planning and portfolio management services to individuals, corporations, and businesses. His expertise spans a wide range of financial services, including investment planning, retirement planning, college savings planning, and estate planning.
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
TX
04/04/2000 - Present
Concourse Financial Group Securities, Inc. (San Antonio TX)
BC
Issued 03/30/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/29/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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