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Edward Michael Laders

Concourse Financial Group Securities, Inc.

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About Edward Michael Laders

Edward Michael Laders is an Investment Advisor Representative for Concourse Financial Group Securities, Inc. based out of Pittsford, NY. Edward has been a registered investment advisor for over 30 years and has a broad range of experience in the financial services industry. Edward is a Chartered Financial Consultant and holds several licenses including Series 6, 7, 22, 24, 26, 51, 63, and 65. Edward also owns and operates The Independent Advisor Network, LLC, a Brokerage General Agency that distributes insurance products through brokers and agents. Edward's clients include high-net-worth individuals, corporations, and institutional investors.

Firm Information

Edward Laders is currently registered with Concourse Financial Group Securities, Inc.. Concourse Financial Group Securities, Inc. is a corporation formed in July 1984 and headquartered in Birmingham, Alabama. The firm provides financial planning, pension consulting, educational seminars, selection of other advisers, portfolio management for businesses and individuals, and wrap fee programs. It manages approximately $4.37 billion in assets for a variety of client types, including high-net-worth individuals, corporations, and individuals other than high-net-worth. Concourse Financial Group Securities, Inc. is registered with the SEC and in all 50 states and the District of Columbia.
Concourse Financial Group Securities, Inc.

2801 HIGHWAY 280 SOUTH

BIRMINGHAM, AL 35223

$4.37B

Assets Under Management

109

Total Clients

429

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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commissions

Earned based on transactions or products sold.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Edward Laders’s Registration & Firm History

NY

05/07/2021 - Present

Concourse Financial Group Securities, Inc. (Pittsford NY)

NY

02/05/2010 - 06/11/2010

SIGNATOR INVESTORS, INC. (WILLIAMSVILLE NY)

NY

03/14/1996 - 01/26/2010

PRINCOR FINANCIAL SERVICES CORPORATION (ROCHESTER NY)

NJ

02/21/1982 - 01/16/1996

PRUCO SECURITIES CORPORATION (NEWARK NJ)

NJ

12/18/1981 - 12/10/1993

THE PRUDENTIAL INSURANCE COMPANY OF AMERICA (NEWARK NJ)

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Licenses & Designations

IA

Issued 10/05/1998

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 05/31/1988

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 09/08/2004

Series 51 - Municipal Fund Securities Principal Examination

BC

Issued 12/06/1999

Series 24 - General Securities Principal Examination

BC

Issued 03/11/1993

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/18/1997

Series 7 - General Securities Representative Examination

BC

Issued 03/06/1986

Series 22 - Direct Participation Programs Representative Examination

BC

Issued 12/08/1981

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Edward Michael Laders.
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