Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Paul? Claim Your ProfilePaul Jay Pappanastos has been in the financial services industry since 1994 and is currently a registered representative with Concourse Financial Group Securities, Inc. located in Montgomery, AL. Paul has a wide range of experience in the industry, having previously worked at Regions Investment Company, Inc., Porter, White & Company, Inc., Porter, White & Yardley, Inc., Sterne, Agee & Leach, Inc., and Thornton, Farish & Gauntt. Paul holds Series 63, SIE, 52, and 7 licenses.
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
AL
09/08/2005 - Present
Concourse Financial Group Securities, Inc. (MONTGOMERY AL)
AL
10/17/2000 - 04/03/2001
REGIONS INVESTMENT COMPANY, INC. (BIRMINGHAM AL)
AL
09/21/1994 - 10/13/2000
PORTER, WHITE & COMPANY, INC. (BIRMINGHAM AL)
AL
11/10/1992 - 12/03/1992
PORTER, WHITE & YARDLEY, INC. (BIRMINGHAM AL)
AL
01/13/1992 - 06/16/1992
PORTER, WHITE & YARDLEY, INC. (BIRMINGHAM AL)
AL
04/10/1990 - 08/02/1990
STERNE, AGEE & LEACH, INC. (BIRMINGHAM AL)
AL
11/20/1985 - 01/17/1990
THORNTON, FARISH & GAUNTT (MONTGOMERY AL)
BC
Issued 05/24/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/06/2005
Series 52 - Municipal Securities Representative Examination
BC
Issued 11/16/1985
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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