Unclaimed
John Fitzpatrick Hickey is a registered representative with Concourse Financial Group Securities, Inc. John has been in the securities industry since 2009. John is licensed in Illinois and Wisconsin and has experience with individuals, corporations, and investment companies.
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
WI
10/17/2011 - Present
Concourse Financial Group Securities, Inc. (Muskego WI)
WI
02/23/2009 - 10/28/2009
CU INVESTMENT SOLUTIONS, INC. (MUSKEGO WI)
BC
Issued 03/06/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/20/2009
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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