Unclaimed
Joseph Thomas Purinai is a registered representative with Concourse Financial Group Securities, Inc., with a registration date of January 30, 2002. Joseph Purinai has been in the financial industry since January 16, 1986. Joseph Purinai is licensed in Georgia and North Carolina.
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
NC
01/30/2002 - Present
Concourse Financial Group Securities, Inc. (Wilson NC)
IN
08/05/1998 - 02/28/2002
CONSECO SECURITIES, INC. (CARMEL IN)
CA
04/29/1996 - 07/12/1999
WALNUT STREET SECURITIES, INC. (EL SEGUNDO CA)
IN
01/08/1990 - 08/05/1998
CONSECO FINANCIAL SERVICES, INC. (CARMEL IN)
NY
02/08/1988 - 11/21/1989
NEW ENGLAND SECURITIES CORPORATION (NEW YORK NY)
NA
08/20/1985 - 10/27/1987
PHILADELPHIA LIFE ASSET PLANNING COMPANY
BC
Issued 08/19/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/19/1985
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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