Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian Montgomery is a financial advisor with Nationwide Fund Distributors LLC. Brian has been in the financial industry for over 10 years. Brian is licensed to conduct business in Indiana. Brian is a Series 7 and 66 licensed professional.
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.
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.
1
2
OH
04/23/2018 - Present
Nationwide Fund Distributors LLC (Columbus OH)
OH
07/10/2015 - 06/21/2018
NATIONWIDE INVESTMENT SERVICES CORPORATION (GRANDVIEW HEIGHTS OH)
OH
07/23/2010 - 04/30/2014
EDWARD JONES (GROVE CITY OH)
BOTH
Issued 09/10/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/22/2010
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Brian Montgomery is the right advisor for you? Invested Better is here to help.
