Unclaimed
Johnathan Michael Redmaster is a financial advisor with Concourse Financial Group Securities, Inc. based in Fort Wayne, Indiana. Johnathan has been in the financial services industry since 2011 and holds Series 6, 7TO, 63, and 65 licenses. Johnathan has a CFP designation. Johnathan has experience working with various clients including high-net-worth individuals, corporations, and pension and profit-sharing plans. Johnathan also has extensive experience in financial planning, investment management, and insurance products.
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
IN
06/21/2018 - Present
Concourse Financial Group Securities, Inc. (Fort Wayne IN)
IN
01/08/2015 - 06/25/2018
USA FINANCIAL SECURITIES CORPORATION (FORT WAYNE IN)
IN
08/05/2011 - 01/12/2015
MML INVESTORS SERVICES, LLC (FORT WAYNE IN)
IA
Issued 11/24/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/22/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/29/2018
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/04/2011
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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