Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Paul? Claim Your ProfilePaul Grant Cummins has been in the financial industry since October 17, 1994. Currently, Paul Cummins is registered with Concourse Financial Group Securities, Inc. and is located in the Green Cove Springs, FL branch. Prior to this, Paul Cummins has held positions at LINCOLN FINANCIAL SECURITIES CORPORATION, JEFFERSON-PILOT INVESTOR SERVICES, INC., PRUCO SECURITIES CORPORATION and THE PRUDENTIAL INSURANCE COMPANY OF AMERICA. Paul Cummins holds FINRA Series 6 and Series 65 licenses. Paul Cummins is affiliated with Concourse Financial Group Securities, Inc. which is a Registered Investment Advisor. Concourse Financial Group Securities, Inc. has 109 clients and manages assets under management of $4,373,015,542. Concourse Financial Group Securities, Inc. provides services to a variety of clients including individuals, corporations, pension and profit-sharing plans, insurance companies, investment companies, charitable organizations and other investment advisers.
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
08/29/2017 - Present
Concourse Financial Group Securities, Inc. (Green Cove Springs FL)
FL
10/01/1997 - 09/13/2017
LINCOLN FINANCIAL SECURITIES CORPORATION (GREEN COVE SPRINGS FL)
IN
06/27/1997 - 10/01/1997
JEFFERSON-PILOT INVESTOR SERVICES, INC. (FORT WAYNE IN)
NJ
05/28/1991 - 02/03/1994
PRUCO SECURITIES CORPORATION (NEWARK NJ)
NJ
05/28/1991 - 12/10/1993
THE PRUDENTIAL INSURANCE COMPANY OF AMERICA (NEWARK NJ)
IA
Issued 03/27/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/25/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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