Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Massey is a financial advisor with Concourse Financial Group Securities, Inc. with over 29 years of experience in the financial services industry. Robert is registered with the state of Georgia as both a broker-dealer and investment advisor. Robert holds the Series 6, 7, 63 and 65 securities licenses. Robert's previous experience includes positions with Investacorp, Inc. and ProEquities, Inc. Robert is also the owner of Retirement Planning and Financial Services and Robert S. Massey Insurance Services, both based in Madison, Georgia.
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
GA
02/24/2003 - Present
Concourse Financial Group Securities, Inc. (Madison GA)
FL
01/06/2000 - 05/09/2000
INVESTACORP, INC. (MIAMI FL)
AL
09/06/1994 - 01/12/2000
PROEQUITIES, INC. (BIRMINGHAM AL)
IA
Issued 02/07/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/29/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/22/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/02/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Robert Massey is the right advisor for you? Invested Better is here to help.
