Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Roland? Claim Your ProfileRoland Schwend is a financial professional registered with Concourse Financial Group Securities, Inc. and holds Series 6 and SIE licenses. Roland is a licensed representative in Florida since October 4, 2006. Roland specializes in providing financial advice to individuals and businesses. He is also experienced in working with high-net-worth individuals, corporations, and pension and profit-sharing plans. Concourse Financial Group Securities, Inc. is a full-service investment firm that offers a wide range of financial products and services. The firm has a team of experienced professionals who are committed to providing clients with personalized financial advice.
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
FL
10/04/2006 - Present
Concourse Financial Group Securities, Inc. (Pembroke Pines FL)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/03/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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