Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you George? Claim Your ProfileGeorge Haikel Harris Jr. is a financial advisor with Concourse Financial Group Securities, Inc. George has been in the financial industry since January 22, 1994. George holds Series 6, SIE, and Series 63 licenses. George is registered to provide investment advisory services in Alabama, Florida, Georgia, Indiana, Mississippi, Oklahoma, Oregon, and Texas. George has previously worked with Avalon Investment & Securities Group, Inc. and National Planning Corporation. George specializes in providing financial planning, pension consulting, educational seminars, selection of other advisors, and portfolio management for businesses and individuals. George is based in Gulf Shores, Alabama.
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
AL
01/15/2021 - Present
Concourse Financial Group Securities, Inc. (Gulf Shores AL)
AL
01/04/1999 - 11/06/2020
AVALON INVESTMENT & SECURITIES GROUP, INC. (MUSCLE SHOALS AL)
CA
01/20/1994 - 12/31/1998
NATIONAL PLANNING CORPORATION (LOS ANGELES CA)
BC
Issued 01/18/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/19/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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