Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Todd? Claim Your ProfileTodd Martin Tolbert is a registered representative and investment advisor representative with Concourse Financial Group Securities, Inc. Todd has been in the securities industry since January 10, 2008. Todd holds Series 6, 7, 62, 63, and 65 licenses. Todd is registered with the state of Georgia and Colorado as a broker-dealer and investment advisor. Todd is also registered in Florida, Pennsylvania, South Carolina, South Dakota, and West Virginia as a broker-dealer. Todd is a member of the Georgia State Board of Accountancy. Todd is a part owner of Burning Triangle Productions. Todd has a strong track record of providing investment and financial planning advice to individuals, businesses, and institutions.
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
GA
02/07/2008 - Present
Concourse Financial Group Securities, Inc. (Macon GA)
IA
Issued 02/04/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/09/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/06/2011
Series 7 - General Securities Representative Examination
BC
Issued 12/16/2009
Series 62 - Corporate Securities Limited Representative Examination
BC
Issued 01/10/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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