Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Arthur? Claim Your ProfileArthur Montgomery is an investment advisor representative with Cetera Investment Advisers LLC. Arthur has been in the financial services industry since 1990. Arthur is registered with the Securities and Exchange Commission (SEC) and is a registered investment advisor in Missouri and Texas. Arthur has passed the Series 7, Series 24, Series 4, Series 53, Series 63 and Series 66 exams. Arthur's previous employment includes Walnut Street Securities, Inc., Merrill Lynch, Pierce, Fenner & Smith Incorporated and Blinder, Robinson & Co., Inc. Arthur provides financial planning, pension consulting, educational seminars, selection of other advisors, portfolio management for businesses and portfolio management for individuals. Arthur also owns and operates Paramount Agency Associates, Inc., a general insurance agency and Paramount Financial LLC, an investment advisory firm. Arthur also serves on the board of directors of the St. Louis Audubon Society. Arthur is committed to providing his clients with the highest level of service and advice.
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.
A percentage of the total value of assets under management is charged.
1
2
MO
06/29/2023 - Present
Cetera Investment Advisers LLC (ST LOUIS MO)
MO
02/24/1992 - 09/03/2013
WALNUT STREET SECURITIES, INC. (ST LOUIS MO)
NY
06/01/1990 - 11/29/1991
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NA
03/20/1990 - 05/11/1990
BLINDER, ROBINSON & CO., INC.
BOTH
Issued 6/15/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 3/26/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/3/2008
Series 53 - Municipal Securities Principal Examination
BC
Issued 1/26/2000
Series 4 - Registered Options Principal Examination
BC
Issued 1/17/1996
Series 24 - General Securities Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 3/17/1990
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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