Unclaimed Profile

Michael Joseph Mungenast

PROEQUITIES INC·BIRMINGHAM, Alabama

SIE, Series 7, Series 24, Series 63, Series 79TO, Series 99TOClean record17 years registeredPROEQUITIES INC

2801 HIGHWAY 280 SOUTH, BIRMINGHAM, AL 35223CRD# 3206720Firm CRD# 15708

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Michael Joseph Mungenast · BIRMINGHAM, AL

Registration

CRD #3206720 · PROEQUITIES INC · 17 years registered

Brand Profile

Not yet started

Career History

CETERA INVESTMENT ADVISERS LLC

Feb 2025 – present

CONCOURSE FINANCIAL GROUP ADVISORS

Jun 2009 – Feb 2025

Reform, AL

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 24

Series 63

Series 79TO

Series 99TO

Registration record

First registered · June 8, 2009

Years registered · 17

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

Firm Overview

Firm

CONCOURSE FINANCIAL GROUP SECURITIES, INC.

CRD 15708 · SEC 801-56010

AUM

$4.4B

Regulatory assets under management

Employees

885

20,957 client accounts

Services offered by CONCOURSE FINANCIAL GROUP SECURITIES, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at CONCOURSE FINANCIAL GROUP SECURITIES, INC. →

Introduction

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Frequently Asked Questions

What services does Michael Joseph Mungenast offer?

Michael Joseph Mungenast specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in BIRMINGHAM, Alabama for a consultation.

What are Michael Joseph Mungenast's credentials?

Michael Joseph Mungenast is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Michael Joseph Mungenast located?

Michael Joseph Mungenast is based in BIRMINGHAM, Alabama, working with PROEQUITIES INC. Their office serves clients in the BIRMINGHAM metropolitan area and surrounding communities.

How does Michael Joseph Mungenast charge for services?

Michael Joseph Mungenast's firm is compensated through percentage of aum, hourly charges, subscription fees, commissions. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is PROEQUITIES INC?

PROEQUITIES INC has approximately 885 employees and manages $4.4B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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