Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Charlene? Claim Your ProfileCharlene Monts is an investment advisor representative with Osaic Wealth, Inc., based in Owning Mills, MD. Charlene has been in the financial services industry since March 1995, and has held previous positions with Securities America, Inc., Investacorp, Inc., Andes Capital Group, LLC, W R Rice Financial Services, Inc., and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Charlene holds Series 7, Series 63, and Series 65 licenses. In addition to her work with Osaic Wealth, Inc., Charlene also works as President/CEO of Monts Enterprises LLC, a business consulting firm, and provides advisory services for Sagamore Wealth Financial. Charlene specializes in providing financial planning, pension consulting, educational seminars, and selection of other advisors.
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
MD
06/14/2024 - Present
Osaic Wealth, Inc. (OWNING MILLS MD)
MD
07/17/2020 - 06/14/2024
SECURITIES AMERICA, INC. (OWNING MILLS MD)
MD
03/15/2013 - 07/17/2020
INVESTACORP, INC. (REISTERSTOWN MD)
IL
02/25/2013 - 05/30/2013
ANDES CAPITAL GROUP, LLC (CHICAGO IL)
MI
10/11/2012 - 11/21/2012
W R RICE FINANCIAL SERVICES, INC. (BAY CITY MI)
MD
12/20/1994 - 10/22/2012
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (BALTIMORE MD)
IA
Issued 01/16/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/06/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/19/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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