Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Rudi? Claim Your ProfileRudi Siela is a financial advisor at Concourse Financial Group Securities, Inc. with over 40 years of experience in the industry. Rudi is registered with the state of Indiana, and has Series 6, 7, and 63 licenses, as well as the SIE. Rudi holds the Certified Financial Planner designation. Rudi works with a variety of clients, including individuals, high-net-worth individuals, corporations, and retirement plans. Rudi provides financial planning, portfolio management, and other advisory services. Rudi is committed to helping clients achieve their financial goals.
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
IN
11/18/1998 - Present
Concourse Financial Group Securities, Inc. (Fort Wayne IN)
IN
01/21/1982 - 02/25/1992
PHILADELPHIA LIFE ASSET PLANNING COMPANY (CARMEL IN)
BC
Issued 11/13/1981
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/20/2000
Series 7 - General Securities Representative Examination
BC
Issued 11/13/1981
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Rudi Siela is the right advisor for you? Invested Better is here to help.
