Unclaimed
Micayla Saunders is a registered representative with Concourse Financial Group Securities, Inc. Micayla is a Series 7, Series 99TO, and Series 24 licensed professional. Micayla is licensed to offer investment products and services in Alabama.
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
09/03/2021 - Present
Concourse Financial Group Securities, Inc. (Birmingham AL)
BC
Issued 02/22/2024
Series 24 - General Securities Principal Examination
BC
Issued 06/30/2023
Series 99TO - Operations Professional Examination
BC
Issued 09/03/2021
Series 7TO - General Securities Representative Examination
BC
Issued 06/25/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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