Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Benjamin? Claim Your ProfileBenjamin Monte is a financial advisor who has been in the industry since June 2017. Monte is registered as an Investment Advisor Representative (IAR) in Connecticut. Monte holds a Series 65 license, and has passed the Uniform Investment Adviser Law Examination. Monte currently works for Monte Financial Group, LLC. Prior to Monte Financial Group, LLC, Monte worked for Fidelity Investments. Monte specializes in providing financial planning and portfolio management services to individuals, investment companies and charitable organizations. Monte's firm, Monte Financial Group, LLC, manages over $372 million in assets.
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.
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CT
07/08/2020 - Present
Monte Financial Group, LLC (Guilford CT)
IA
Issued 06/30/2020
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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