Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Johnson is a financial advisor with Concourse Financial Group Securities, Inc. based in Birmingham, Alabama. Robert has been working in the financial industry since May 2, 2000. Before joining Concourse Financial Group Securities, Inc., Robert worked for Merrill Lynch, Pierce, Fenner & Smith Incorporated, MetLife Investors Distribution Company, ADP Broker-Dealer, Inc., and Symetra Investment Services, Inc. Robert holds licenses for Series 6, 7, 63, and 65 and has a background in providing financial planning, pension consulting, and educational seminars.
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
06/05/2013 - Present
Concourse Financial Group Securities, Inc. (Birmingham AL)
NY
09/04/2012 - 05/03/2013
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NY
11/04/2011 - 08/14/2012
METLIFE INVESTORS DISTRIBUTION COMPANY (NEW YORK CITY NY)
CO
07/16/2010 - 10/07/2011
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (GREENWOOD VILLAGE CO)
NJ
03/03/2009 - 11/04/2009
ADP BROKER-DEALER, INC. (ROSELAND NJ)
CO
09/18/2007 - 11/03/2008
SYMETRA INVESTMENT SERVICES, INC. (DENVER CO)
CT
08/24/2005 - 10/04/2005
HARTFORD EQUITY SALES COMPANY INC. (HARTFORD CT)
CT
03/09/2005 - 06/20/2005
PLANCO FINANCIAL SERVICES, INC. (HARTFORD CT)
CT
02/28/2001 - 03/10/2005
HARTFORD EQUITY SALES COMPANY INC. (HARTFORD CT)
NY
09/06/2000 - 02/13/2001
J. P. MORGAN ADVISORY SERVICES INC. (NEW YORK NY)
NY
04/06/2000 - 02/13/2001
J. P. MORGAN ADVISORS, INC. (NEW YORK NY)
NY
03/21/1997 - 11/16/1999
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, INC. (NEW YORK NY)
TX
02/03/1994 - 10/04/1994
INVESCO FUNDS GROUP, INC. (HOUSTON TX)
BC
Issued 09/29/2008
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 06/16/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/05/2000
Series 7 - General Securities Representative Examination
BC
Issued 03/20/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Robert Johnson is the right advisor for you? Invested Better is here to help.
