Unclaimed
Edmond Jay Basinger is a financial advisor with Concourse Financial Group Securities, Inc. Edmond has been in the financial services industry for over 20 years and has a strong background in securities and investment advisory services. He is registered with the Financial Industry Regulatory Authority (FINRA) and holds Series 7 and Series 66 licenses. Edmond is also registered with the state of Ohio and holds licenses in several other states. He is committed to providing clients with personalized financial advice and helping them achieve their financial goals.
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
OH
04/18/2000 - Present
Concourse Financial Group Securities, Inc. (Pandora OH)
FL
01/25/2000 - 04/25/2000
RAYMOND JAMES FINANCIAL SERVICES, INC. (ST. PETERSBURG FL)
BOTH
Issued 04/08/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/24/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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