Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Frank? Claim Your ProfileFrank Yeilding is a financial advisor with Concourse Financial Group Securities, Inc. located in Birmingham, Alabama. Frank has over 15 years of experience in the financial industry. Frank is a registered representative and investment advisor representative, and holds the Series 7, 24, and 66 licenses. Frank is also a licensed insurance agent. Frank has experience working with individuals, high-net-worth individuals, corporations, trusts, and retirement plans. Frank specializes in financial planning, investment management, and insurance services. Frank has previously worked at Equitable Advisors, LLC, PROEQUITIES, INC., New England Securities, AXA Advisors, LLC, Morgan Stanley & Co. Incorporated, and Morgan Stanley DW Inc.
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
09/15/2020 - Present
Concourse Financial Group Securities, Inc. (Birmingham AL)
AL
12/21/2016 - 09/15/2020
EQUITABLE ADVISORS, LLC (MOUNTAIN BROOK AL)
AL
12/02/2013 - 12/31/2014
PROEQUITIES, INC. (LEEDS AL)
AL
06/23/2010 - 11/21/2013
NEW ENGLAND SECURITIES (BIRMINGHAM AL)
AL
07/22/2008 - 07/01/2010
AXA ADVISORS, LLC (BIRMINGHAM AL)
AL
04/02/2007 - 07/07/2008
MORGAN STANLEY & CO. INCORPORATED (BIRMINGHAM AL)
AL
09/18/2006 - 04/02/2007
MORGAN STANLEY DW INC. (BIRMINGHAM AL)
AL
10/07/2004 - 09/22/2006
AXA ADVISORS, LLC (BIRMINGHAM AL)
BOTH
Issued 10/27/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/08/2008
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/06/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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