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cybersecurity financial professionals

Cybersecurity in 2020 for Financial Firms

Cybersecurity in 2020 First off, Happy 2020 Everyone! New Year, New Abbreviation! Many of you may have heard about the warning of abbreviating 2020. Abbreviating 2020 could leave you vulnerable to fraud due to the fact that any number can be added after 20. An example is if you wrote 2/16/20, someone could make it

Jacob Harvey Announcement

Concorde Holdings Welcomes Jacob Harvey as Business Development Coordinator

LIVONIA, Mich., Feb. 5, 2020—Concorde Holdings, a nationally recognized private firm offering a full spectrum of services and support for financial professionals through its three lines of business (Concorde Investment Services, Concorde Asset Management and Concorde Insurance Agency), announced today that Jacob Harvey has joined as the firm’s Business Development Coordinator. Concorde Holdings President and CEO

concorde team

Concorde Investment Services Announces Two New Additions to Expanding Team of Industry Leading Professionals

Seasoned veteran Lori Kamen joins as Chief Compliance Officer and Melissa Shrimpton named operations manager             LIVONIA, Mich., Jan. 6, 2020—Concorde Holdings, a nationally recognized private firm offering a full spectrum of services and support for financial professionals through its three lines of business (Concorde Investment Services, Concorde Asset Management and

2019 Concorde Spring Conference Recap

On behalf of everyone at Concorde, I would like to thank everyone who attended our 2019 Concorde Spring Conference in downtown Detroit. It was a jam-packed three days of camaraderie, education, entertainment, recognition and reflection, and by the end, I truly felt it evoked the culture of family that we continually strive to provide. The

FLITE TECH PLATFORM

Concorde Releases New FLITE Tech Platform

We are so excited about the release of our new all-in-one FLITE Tech Platform. Check out the video and features below.     With The Concorde FLITE Tech Platform you get: Integrated programs Applications Dynamic forms Comprehensive back office support An option to create a streamlined dashboard   Schedule a Demo Today!