Tag : Concorde

Concorde Names Marc Morell Chief Compliance Officer
Finance Investment Services News

Concorde Names Marc Morell Chief Compliance Officer

Business Wire
by Business Wire0
Concorde Investment Services, a leading independent broker-dealer and registered investment advisor serving financial professionals nationwide, has hired Marc A. Morell as chief compliance officer. Read More on Fintech : Global Fintech Interview with Rob Young, Managing Director – UK at InDebted “Marc brings exactly the kind of seasoned, hands-on compliance leadership Concorde......
DST.com Joins Concorde Investment Services, Launching Platform for DST Investors and Advisor Business Development
Finance Investment Services News

DST.com Joins Concorde Investment Services, Launching Platform for DST Investors and Advisor Business Development

PR Newswire
by PR Newswire0
Concorde Investment Services, a leading independent broker-dealer and registered investment advisor serving financial advisors nationwide, announced that DST.com, a newly launched platform designed to modernize how investors access Delaware statutory trust offerings, has joined the Concorde platform. The relationship also includes a business development platform intended to connect Concorde-affiliated advisors......
Concorde Welcomes Independent Financial Advisor Ashley Romiti to Broker-Dealer Platform
Finance Investment Services News

Concorde Welcomes Independent Financial Advisor Ashley Romiti to Broker-Dealer Platform

PR Newswire
by PR Newswire0
Concorde announced that Ashley Romiti, founder and president of GCA 1031, has joined the firm’s broker-dealer, Concorde Investment Services. Romiti specializes in tax-advantaged investment strategies for real estate owners. “Ashley brings deep expertise in 1031 exchanges and real estate transition strategies, along with a disciplined, investor-first approach that aligns well with......
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