Unclaimed
Thomas Edward Janke has been in the financial services industry since July 20, 2005. Thomas is a Registered Representative of Concourse Financial Group Securities, Inc., and is licensed to offer securities in Florida, Indiana, Michigan, and Virginia. Thomas currently holds Series 6, 26, and 63 securities licenses, and the SIE exam. Thomas previously worked with PFS INVESTMENTS INC. in Duluth, GA. Thomas specializes in a variety of financial services, including portfolio management for individuals and businesses, financial planning, pension consulting, and educational seminars.
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
MI
10/24/2008 - Present
Concourse Financial Group Securities, Inc. (Birmingham MI)
GA
07/20/2005 - 10/24/2008
PFS INVESTMENTS INC. (DULUTH GA)
BC
Issued 08/08/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/22/2007
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/19/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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