Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Neil? Claim Your ProfileNeil Fontenot is a registered representative with Concourse Financial Group Securities, Inc. He is a financial professional with over 30 years of experience in the industry. Neil has been with Concourse Financial Group Securities, Inc. since 2007. Prior to that, Neil held positions at Securian Financial Services, Inc., Signator Investors, Inc. and Jefferson Pilot Securities Corporation. Neil is licensed to conduct business in several states, including Louisiana, Pennsylvania, Texas and Hawaii. He specializes in financial planning, portfolio management for businesses and individuals, pension consulting, educational seminars, and selection of other advisors.
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.
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2
LA
05/28/2008 - Present
Concourse Financial Group Securities, Inc. (Lafayette LA)
LA
12/17/2004 - 02/13/2007
SECURIAN FINANCIAL SERVICES, INC. (LAFAYETTE LA)
MA
09/27/2002 - 12/09/2004
SIGNATOR INVESTORS, INC. (BOSTON MA)
IN
10/01/1997 - 09/11/2002
JEFFERSON PILOT SECURITIES CORPORATION (FORT WAYNE IN)
IN
06/18/1991 - 10/01/1997
JEFFERSON-PILOT INVESTOR SERVICES, INC. (FORT WAYNE IN)
BOTH
Issued 07/02/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/23/2008
Series 7 - General Securities Representative Examination
BC
Issued 06/17/1991
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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