Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stephen? Claim Your ProfileStephen Barton Bacon is a financial advisor in West Hartford, CT with over 30 years of experience. Stephen has been with Concourse Financial Group Securities, Inc. since 1998. Stephen is also a registered investment advisor and offers financial and insurance services through Bacon Financial Group.
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.
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2
CT
09/21/1999 - Present
Concourse Financial Group Securities, Inc. (West Hartford CT)
CA
08/20/1996 - 09/21/1998
TOWER SQUARE SECURITIES, INC. (EL SEGUNDO CA)
GA
08/01/1995 - 05/24/1996
ADVANTAGE CAPITAL CORPORATION (ATLANTA GA)
GA
02/08/1991 - 05/03/1995
PFS INVESTMENTS INC. (DULUTH GA)
IA
Issued 11/03/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/06/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/13/2000
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/15/1998
Series 7 - General Securities Representative Examination
BC
Issued 02/06/1991
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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