Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Vernon? Claim Your ProfileVernon Unger is a financial professional with over 30 years of experience in the industry. Vernon is registered as a broker-dealer and investment advisor representative with Concourse Financial Group Securities, Inc. and is licensed to provide financial advice in several states. He offers a wide range of financial services, including financial planning, portfolio management, and retirement planning. Vernon is committed to providing personalized service and helping clients reach their financial goals.
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
GA
05/10/2007 - Present
Concourse Financial Group Securities, Inc. (Alpharetta GA)
MN
08/20/2002 - 11/15/2005
USALLIANZ SECURITIES, INC. (MINNEAPOLIS MN)
GA
04/12/2002 - 08/20/2002
WORLD GROUP SECURITIES, INC. (DULUTH GA)
GA
11/08/1999 - 04/12/2002
WMA SECURITIES, INC. (DULUTH GA)
GA
02/01/1999 - 11/09/1999
PFS INVESTMENTS INC. (DULUTH GA)
GA
06/09/1993 - 12/31/1998
PFS INVESTMENTS INC. (DULUTH GA)
BOTH
Issued 11/27/2006
Series 66 - Uniform Combined State Law Examination
IA
Issued 12/01/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/08/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/28/1995
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/28/2006
Series 7 - General Securities Representative Examination
BC
Issued 06/08/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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