Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Marie? Claim Your ProfileMarie Colbert is a financial advisor at Concourse Financial Group Securities, Inc. based in Tampa, Florida. Marie has been in the financial services industry since 2015 and has experience working with individuals, corporations, pension plans, and charitable organizations. Marie has earned her Series 6 and Series 63 securities licenses and is a Certified Financial Planner. Marie is dedicated to providing her clients with comprehensive financial planning and investment management services.
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
FL
11/20/2019 - Present
Concourse Financial Group Securities, Inc. (Tampa FL)
FL
06/05/2015 - 01/20/2019
LINCOLN FINANCIAL SECURITIES CORPORATION (TAMPA FL)
BC
Issued 05/24/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/05/2015
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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