Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Phillips Black is a financial advisor with over 40 years of experience in the financial services industry. Michael is a CERTIFIED FINANCIAL PLANNER™ professional. Michael has been with Concourse Financial Group Securities, Inc. since 2006, and has held various positions with different firms in the past. Michael specializes in investment advisory services for individuals, businesses, and charitable organizations. Michael Phillips Black's services include financial planning, portfolio management, and investment advisory. He is also a Certified Divorce Financial Analyst (CDFA) and provides expert analysis and consulting services in divorce legal proceedings. Michael holds Series 7, Series 63, and Series 65 licenses, is registered in multiple states, and provides investment and financial advice to clients across the country.
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
AZ
02/17/2006 - Present
Concourse Financial Group Securities, Inc. (Scottsdale AZ)
DE
01/16/1991 - 06/18/1998
1717 CAPITAL MANAGEMENT COMPANY (NEWARK DE)
CA
11/07/1989 - 02/05/1991
TITAN/VALUE EQUITIES GROUP, INC. (IRVINE CA)
NA
07/21/1988 - 11/07/1989
VALUE EQUITIES CORPORATION
NA
07/01/1986 - 11/07/1989
VALUE EQUITIES CORPORATION
NA
03/02/1983 - 07/01/1986
MAI SECURITIES CORPORATION
NA
01/26/1983 - 03/07/1983
FSC SECURITIES CORPORATION
IA
Issued 10/17/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/02/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/15/1983
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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