Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ricky? Claim Your ProfileRicky Wayne McQuiston is a financial advisor with Concourse Financial Group Securities, Inc. based in Birmingham, Alabama. Ricky has over 20 years of experience in the financial services industry. Ricky has Series 6, 63 and 22 licenses and a Series 65 license as a Registered Investment Advisor. Ricky holds the designation of a Chartered Financial Consultant (ChFC). Ricky specializes in financial planning, retirement planning, estate planning and investment management for individuals and businesses. Prior to joining Concourse Financial Group Securities, Inc., Ricky was with Park Avenue Securities LLC in New York City.
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
12/02/2003 - Present
Concourse Financial Group Securities, Inc. (Birmingham AL)
NY
05/03/1999 - 12/02/2003
PARK AVENUE SECURITIES LLC (NEW YORK NY)
NY
08/20/1982 - 05/03/1999
GUARDIAN INVESTOR SERVICES CORPORATION (NEW YORK NY)
IA
Issued 10/20/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/07/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/30/1983
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 08/18/1982
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Ricky McQuiston is the right advisor for you? Invested Better is here to help.
