Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alexander? Claim Your ProfileAlexander Monte is an Investment Advisor Representative with Monte Financial Group, LLC. Alexander is registered in Connecticut and has been in the industry since June 2014. Monte Financial Group, LLC is an investment advisor firm located in Guilford, Connecticut. The firm provides financial planning and portfolio management services to individuals, high net worth individuals, charitable organizations, and other clients.
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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Financial consulting
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.
A percentage of the total value of assets under management is charged.
1
2
CT
03/05/2015 - Present
Monte Financial Group, LLC (GUILFORD CT)
IA
Issued 03/05/2015
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
Not sure Alexander Monte is the right advisor for you? Invested Better is here to help.
