Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Davenport is a financial advisor with Concourse Financial Group Securities, Inc. Michael has been in the industry since August 16, 2011. Michael is a Certified Financial Planner and holds both Series 7 and Series 66 licenses. Michael has experience working with a variety of clients, including high-net-worth individuals, corporations, and pension plans. Michael provides a range of financial planning services, including portfolio management, financial planning, and educational seminars.
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
07/22/2019 - Present
Concourse Financial Group Securities, Inc. (Birmingham AL)
TN
07/12/2013 - 07/09/2019
CETERA INVESTMENT SERVICES LLC (HENDERSONVILLE TN)
AL
02/13/2013 - 07/05/2013
RAYMOND JAMES & ASSOCIATES, INC. (BIRMINGHAM AL)
AL
07/29/2011 - 02/13/2013
MORGAN KEEGAN & COMPANY, INC. (BIRMINGHAM AL)
BOTH
Issued 08/25/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/28/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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