Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Keira? Claim Your ProfileKeira Lumbard is a Registered Representative and Investment Advisor Representative at Concourse Financial Group Securities, Inc. with over 13 years of experience in the industry. Keira holds the Series 4, 7, 24, 63, 99TO and SIE licenses. Keira has been registered with the state of Alabama since January 2011. Keira specializes in providing financial planning, portfolio management for individuals and businesses, pension consulting, and educational seminars. Keira is registered to provide investment advisory services in all 50 states.
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.
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2
AL
09/24/2009 - Present
Concourse Financial Group Securities, Inc. (Birmingham AL)
BC
Issued 01/29/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/28/2017
Series 4 - Registered Options Principal Examination
BC
Issued 09/22/2014
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/22/2009
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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