Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ricky? Claim Your ProfileRicky Simerly is a financial advisor who has been in the industry since 1984. Ricky is currently registered with Concourse Financial Group Securities, Inc. and is licensed to sell securities in Alabama, Florida, Georgia, Tennessee, and Virginia. Ricky specializes in providing financial planning, pension consulting, educational seminars, and portfolio management services to individuals, businesses, and institutions. Ricky has a diverse background in the financial services industry, having worked with several firms prior to joining Concourse Financial Group Securities, Inc. Ricky is committed to providing clients with personalized financial advice and helping them achieve their financial goals.
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
09/07/2017 - Present
Concourse Financial Group Securities, Inc. (FT WALTON BEACH FL)
FL
05/05/2017 - 09/13/2017
LINCOLN FINANCIAL SECURITIES CORPORATION (FORT WALTON BEACH FL)
FL
09/04/2012 - 05/09/2017
PARKLAND SECURITIES, LLC (FORT WALTON FL)
FL
10/01/1997 - 09/12/2012
LINCOLN FINANCIAL SECURITIES CORPORATION (FORT WALTON BEACH FL)
IN
11/16/1994 - 10/01/1997
JEFFERSON-PILOT INVESTOR SERVICES, INC. (FORT WAYNE IN)
MA
05/30/1984 - 10/14/1994
SUN INVESTMENT SERVICES COMPANY (WELLESLEY HILLS MA)
BC
Issued 03/25/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/24/1984
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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