Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Tim Foshee is a registered representative of Concourse Financial Group Securities, Inc., where he is based in Birmingham, Alabama. John has been in the financial industry since February 1989. He currently holds registrations in Alabama as both a broker-dealer and an investment advisor representative. John has previously held positions at Raymond James & Associates, Inc., Morgan Keegan & Company, Inc., and Regions Investment Company, Inc. John's credentials include passing the Series 7, Series 63, and Series 65 exams. John's areas of expertise include Financial Planning, Pension Consulting, Educational Seminars, Selection of Other Advisers, Portfolio Management for Businesses, and Portfolio Management for Individuals.
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
01/22/2014 - Present
Concourse Financial Group Securities, Inc. (Birmingham AL)
AL
02/13/2013 - 01/16/2014
RAYMOND JAMES & ASSOCIATES, INC. (BIRMINGHAM AL)
AL
04/12/2001 - 02/13/2013
MORGAN KEEGAN & COMPANY, INC. (BIRMINGHAM AL)
AL
02/22/1989 - 04/12/2001
REGIONS INVESTMENT COMPANY, INC. (BIRMINGHAM AL)
IA
Issued 11/21/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/06/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/18/1989
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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