Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Randall Nursey is a financial advisor registered with Concourse Financial Group Securities, Inc. Robert has been in the financial industry since 1987 and has experience working with individual investors, corporations and pension plans. Robert holds the Series 3, 7, 24, 51, 63 and 66 licenses. Robert's current firm, Concourse Financial Group Securities, Inc., is located in Birmingham, Alabama and has over 479 licensed agents and 361 investment advisor representatives. Robert is also a managing member of Ivy League Wealth Management, LLC.
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
TX
08/17/2004 - Present
Concourse Financial Group Securities, Inc. (Arlington TX)
TX
02/03/1992 - 06/12/1997
SIGNAL SECURITIES, INC. (FORT WORTH TX)
NY
08/17/1988 - 08/09/1990
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
NA
03/04/1987 - 07/23/1988
R.C. WILLIAMS CAPITAL & SECURITIES CORP.
NA
12/23/1985 - 01/09/1987
IDS MARKETING CORPORATION
BOTH
Issued 08/16/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/03/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/23/2003
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 10/14/1987
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/14/1988
Series 3 - National Commodity Futures Examination
BC
Issued 12/21/1985
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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