Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stephen? Claim Your ProfileStephen Parry is a financial professional with over 35 years of experience in the industry. Stephen is currently registered with Concourse Financial Group Securities, Inc. and holds licenses in multiple states. Stephen specializes in providing financial planning and investment management services to individuals, businesses, and institutions. Stephen also offers insurance products through his business (dba) Steve Parry, CLU, CHFC. Stephen has earned the Chartered Financial Consultant (ChFC) designation.
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
CA
04/24/2002 - Present
Concourse Financial Group Securities, Inc. (Palm Desert CA)
MO
01/31/1986 - 01/12/1999
BMA FINANCIAL SERVICES, INC. (KANSAS CITY MO)
IA
Issued 11/03/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/31/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/24/2001
Series 7 - General Securities Representative Examination
BC
Issued 01/30/1986
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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