Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Johnathon? Claim Your ProfileJohnathon Bunch is a registered representative with Concourse Financial Group Securities, Inc. He has been in the industry since 2011 and holds the Series 66, SIE, and Series 7 licenses. Johnathon Bunch is registered with the state of Texas and has been a member of FINRA since 2012.
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
TX
04/11/2012 - Present
Concourse Financial Group Securities, Inc. (Sugar Land TX)
BOTH
Issued 04/10/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/01/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Johnathon Bunch is the right advisor for you? Invested Better is here to help.
