Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Rachael? Claim Your ProfileRachael Pintaric Thomas is a financial advisor with Concourse Financial Group Securities, Inc. She has been in the financial services industry since 2015. She is a registered representative in Alabama and has a Series 66, Series 7, Series 24, and SIE. Rachael has worked with several firms including Investment Distributors, Inc., ALPS Distributors, Inc., and Sterne, Agee & Leach, Inc. Rachael specializes in financial planning, pension consulting, educational seminars, selection of other advisors, and portfolio management for businesses and individuals. She provides financial advice to a variety of clients, including individuals, corporations, and charitable organizations.
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
09/26/2017 - Present
Concourse Financial Group Securities, Inc. (Birmingham AL)
AL
01/02/2022 - 12/12/2023
INVESTMENT DISTRIBUTORS, INC. (Birmingham AL)
AL
08/08/2016 - 07/19/2017
ALPS DISTRIBUTORS, INC. (BIRMINGHAM AL)
AL
05/21/2015 - 07/05/2016
STERNE, AGEE & LEACH, INC. (BIRMINGHAM AL)
BOTH
Issued 12/04/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/21/2018
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/21/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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