Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Conerly is a financial professional with over 25 years of experience in the industry. William is a registered representative with Concourse Financial Group Securities, Inc. He is a Series 6, 7, 22, 63, and 65 licensed professional. William also holds the Securities Industry Essentials (SIE) designation. Prior to joining Concourse Financial Group Securities, Inc., William worked for Harbor Financial Services, LLC, Multi-Financial Securities Corporation, IFG Network Securities, Inc., Titan/Value Equities Group, Inc. and PFS Investments Inc. William has a strong track record of providing personalized financial advice to individuals, families, and businesses. He is committed to helping clients achieve their financial goals. William specializes in financial planning, portfolio management, and insurance services.
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
MS
01/01/2011 - Present
Concourse Financial Group Securities, Inc. (Brandon MS)
MS
08/11/2008 - 12/23/2010
HARBOR FINANCIAL SERVICES, LLC (RIDGELAND MS)
MS
01/01/2004 - 08/05/2008
MULTI-FINANCIAL SECURITIES CORPORATION (RIDGELAND MS)
GA
05/24/1995 - 01/02/2004
IFG NETWORK SECURITIES, INC. (ATLANTA GA)
CA
03/02/1994 - 05/24/1995
TITAN/VALUE EQUITIES GROUP, INC. (IRVINE CA)
GA
09/04/1992 - 03/02/1994
PFS INVESTMENTS INC. (DULUTH GA)
IA
Issued 06/28/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/03/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/13/1998
Series 7 - General Securities Representative Examination
BC
Issued 10/07/1994
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 09/03/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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