Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Charles? Claim Your ProfileCharles Montou is a financial advisor with Cambridge Investment Research, Inc. Charles has been in the financial services industry since 1984. Charles is licensed to sell securities in Louisiana and Texas. Charles also holds FINRA Series 6, 7, 24, and 63 licenses. Charles has a long history of experience in the financial services industry, having worked for a number of firms over the years. Charles is dedicated to providing clients with personalized financial advice and guidance.
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.
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LA
05/19/2022 - Present
Cambridge Investment Research, Inc. (Lake Charles LA)
NJ
04/05/2022 - 06/07/2022
MONMOUTH CAPITAL MANAGEMENT LLC (POINT PLEASANT BEACH NJ)
LA
10/06/2014 - 04/08/2022
KOVACK SECURITIES INC. (Lake Charles LA)
LA
01/02/2004 - 10/03/2014
RESOURCE HORIZONS GROUP LLC (LAKE CHARLES LA)
CA
04/08/1999 - 01/13/2004
EMMETT A LARKIN COMPANY, INC. (SAN FRANCISCO CA)
NE
03/30/1995 - 04/09/1999
SECURITIES AMERICA, INC. (LAVISTA NE)
AZ
03/08/1989 - 03/30/1995
AMERICAN GENERAL SECURITIES INCORPORATED (PHOENIX AZ)
NA
10/02/1984 - 03/13/1989
TRAVELERS EQUITIES SALES, INC.
BC
Issued 12/27/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/08/1989
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/15/1986
Series 7 - General Securities Representative Examination
BC
Issued 10/01/1984
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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