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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kostadin? Claim Your ProfileKostadin Krajcev is a financial advisor who has been in the industry since November 1997. Kostadin has a variety of licenses and registrations, including Series 7, 24, 63, and 65. Kostadin currently works for Concourse Financial Group Securities, Inc. and specializes in working with individuals, high-net-worth individuals, pension and profit-sharing plans, corporations, and charitable organizations. Kostadin also has experience working for EQ Financial Consultants, Inc. and The Equitable Life Assurance Society of the United 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
MI
09/28/2010 - Present
Concourse Financial Group Securities, Inc. (Troy MI)
NY
11/19/1997 - 08/10/1998
EQ FINANCIAL CONSULTANTS, INC. (NEW YORK NY)
NY
11/19/1997 - 08/10/1998
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
IA
Issued 12/07/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/20/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/17/1999
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/18/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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