Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Allan Wall is a financial advisor with Concourse Financial Group Securities, Inc. based in North Newton, KS. Robert has been in the financial industry since 1999 and has a wide range of experience working with individuals, businesses, and institutions. Robert's focus is on providing financial and insurance services, including investment planning, retirement planning, and estate planning. Robert is a Certified Financial Planner and holds a Series 7, Series 31, and Series 66 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.
1
2
KS
09/16/2011 - Present
Concourse Financial Group Securities, Inc. (North Newton KS)
NY
05/18/2004 - 06/06/2005
MORGAN STANLEY DW INC. (PURCHASE NY)
CA
04/07/2003 - 06/24/2004
FINANCIAL NETWORK INVESTMENT CORPORATION (EL SEGUNDO CA)
MO
08/30/2002 - 03/28/2003
A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)
NY
07/08/1999 - 09/04/2002
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BOTH
Issued 09/12/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/15/2011
Series 7 - General Securities Representative Examination
BC
Issued 10/15/2004
Series 31 - Futures Managed Funds Examination
Active
Inactive
F
FINRA
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