Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Carlos Reed has been in the financial industry since August 3, 1994 and is currently registered with Concourse Financial Group Securities, Inc. James is a Registered Representative, Investment Advisor Representative and has passed multiple industry exams, including the Series 6, Series 7, Series 24 and Series 63. James also has experience working with Lincoln Financial Securities Corporation and Jefferson-Pilot Investor Services, Inc. James specializes in providing financial planning, portfolio management, and pension consulting services.
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
TN
08/31/2017 - Present
Concourse Financial Group Securities, Inc. (Brentwood TN)
TN
10/01/1997 - 09/13/2017
LINCOLN FINANCIAL SECURITIES CORPORATION (BRENTWOOD TN)
IN
04/04/1995 - 10/01/1997
JEFFERSON-PILOT INVESTOR SERVICES, INC. (FORT WAYNE IN)
NA
08/04/1994 - 04/21/1995
COMPREHENSIVE FINANCIAL SERVICES, INC.
BC
Issued 07/27/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/16/2000
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/08/1999
Series 7 - General Securities Representative Examination
BC
Issued 08/03/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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