Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Evan? Claim Your ProfileEvan Zupnik is a financial advisor with Concourse Financial Group Securities, Inc. based in Birmingham, AL. Evan has been in the industry since March 7, 2007, and has a broad range of experience working with clients including individuals, corporations, and charitable organizations. Evan holds licenses for Series 6, 63 and SIE, and has been registered in Alabama, Arkansas, Georgia, Kentucky, Mississippi and Tennessee.
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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AL
01/03/2024 - Present
Concourse Financial Group Securities, Inc. (Birmingham AL)
CT
07/05/2023 - 01/02/2024
SAYBRUS EQUITY SERVICES, LLC (HARTFORD CT)
CT
05/06/2021 - 07/05/2023
PRUDENTIAL ANNUITIES DISTRIBUTORS, INC (SHELTON CT)
NJ
09/03/2015 - 02/04/2021
AIG CAPITAL SERVICES, INC. (JERSEY CITY NJ)
PA
05/24/2012 - 09/02/2015
LINCOLN FINANCIAL DISTRIBUTORS, INC. (RADNOR PA)
TN
04/17/2012 - 05/11/2012
ING FINANCIAL PARTNERS, INC. (NASHVILLE TN)
CO
05/03/2011 - 12/31/2011
THE LEADERS GROUP, INC. (LITTLETON CO)
CT
03/26/2007 - 04/15/2011
LINCOLN FINANCIAL DISTRIBUTORS, INC. (HARTFORD CT)
CT
08/14/2006 - 03/28/2007
LINCOLN FINANCIAL ADVISORS CORPORATION (HARTFORD CT)
CT
08/14/2006 - 03/28/2007
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (HARTFORD CT)
RI
02/17/2006 - 03/09/2006
MML INVESTORS SERVICES, INC. (EAST PROVIDENCE RI)
BC
Issued 03/01/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/16/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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