Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Steven? Claim Your ProfileSteven Leroy Perry is a financial advisor with Concourse Financial Group Securities, Inc. Steven has been in the financial industry since 1987. Steven holds licenses for securities and insurance. Steven is a Registered Representative with Concourse Financial Group Securities, Inc. and is a Registered Investment Advisor in Kansas.
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
KS
01/23/2006 - Present
Concourse Financial Group Securities, Inc. (Hesston KS)
KS
10/24/1990 - 09/12/1994
PRIMELINE SECURITIES CORP. (WICHITA KS)
AL
06/27/1990 - 10/30/1990
PROTECTIVE EQUITY SERVICES, INC. (BIRMINGHAM AL)
NA
12/17/1985 - 09/13/1988
AMERICAN EXPRESS FINANCIAL ADVISORS INC.
BOTH
Issued 10/03/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/14/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/14/1985
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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