Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Durwood? Claim Your ProfileDurwood Benton Greene is a financial advisor who has been in the industry since 2004. Durwood is a Registered Representative and Investment Advisor Representative with Concourse Financial Group Securities, Inc., located in Birmingham, AL. Durwood has a Series 7, Series 6, Series 63, and Series 65. Durwood is a Certified Financial Planner and works with individuals, businesses, and other entities. Durwood has also been a Director of Planning for Vision Financial Group since 2004.
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.
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2
AL
10/26/2005 - Present
Concourse Financial Group Securities, Inc. (Birmingham AL)
GA
03/01/2004 - 08/23/2004
PFS INVESTMENTS INC. (DULUTH GA)
IA
Issued 10/12/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/03/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/21/2007
Series 7 - General Securities Representative Examination
BC
Issued 02/27/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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