Unclaimed
Luther Stene is a financial advisor with Concourse Financial Group Securities, Inc. located in Killeen, TX. Luther has been in the financial industry since 1995. Luther has a wide range of experience and is registered in Alabama, Arizona, Indiana, Kansas, Minnesota, Oregon, Texas, and Utah. Luther has obtained a variety of licenses and certifications over the years, and has a strong commitment to providing excellent customer service.
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
02/02/2015 - Present
Concourse Financial Group Securities, Inc. (Killeen TX)
TX
01/06/2012 - 02/03/2015
TRANSAMERICA FINANCIAL ADVISORS, INC (KILLEEN TX)
TX
04/12/2002 - 01/06/2012
WORLD GROUP SECURITIES, INC. (ROUND ROCK TX)
GA
01/28/2000 - 04/12/2002
WMA SECURITIES, INC. (DULUTH GA)
NA
01/18/1984 - 12/31/1988
FIRST AMERICAN NATIONAL SECURITIES, INC.
IA
Issued 12/31/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/27/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/18/2011
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/27/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Luther Stene is the right advisor for you? Invested Better is here to help.