Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Julien? Claim Your ProfileJulien Louis Lahiere is a registered investment advisor representative with Concourse Financial Group Securities, Inc. in Huntsville, Alabama. Julien has been in the industry since 1995 and has a wide range of experience in financial services. Julien is committed to providing his clients with personalized financial advice and guidance to help them achieve their financial goals. Concourse Financial Group Securities, Inc. specializes in providing financial planning, portfolio management, and other financial services to a variety of clients, including individuals, families, businesses, and institutions.
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
08/09/2021 - Present
Concourse Financial Group Securities, Inc. (Huntsville AL)
AL
05/16/2013 - 08/06/2021
BBVA SECURITIES INC. (HUNTSVILLE AL)
AL
04/17/1998 - 05/16/2013
BBVA COMPASS INVESTMENT SOLUTIONS, INC (HUNTSVILLE AL)
NY
07/03/1996 - 03/31/1998
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NY
03/16/1995 - 07/02/1996
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
IA
Issued 07/18/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/27/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/30/1995
Series 31 - Futures Managed Funds Examination
BC
Issued 03/15/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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