Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Francis Gentile is a Registered Representative with Concourse Financial Group Securities, Inc. and is licensed to conduct securities business in Connecticut, Florida, and South Carolina. James Francis Gentile has been in the securities industry since March 2008. James Francis Gentile is registered with the Financial Industry Regulatory Authority (FINRA) and is a member of the Securities Investor Protection Corporation (SIPC). James Francis Gentile specializes in working with individual investors, high-net-worth individuals, insurance companies, investment companies, charitable organizations, pension and profit-sharing plans, and corporations or other businesses. Concourse Financial Group Securities, Inc. is an investment advisory firm that provides a variety of services, including financial planning, portfolio management, pension consulting, and educational seminars. The firm is registered with the Securities and Exchange Commission (SEC).
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
CT
03/12/2008 - Present
Concourse Financial Group Securities, Inc. (West Hartford CT)
BC
Issued 04/12/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/11/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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