Unclaimed
Darrell D Montgomery is a financial professional with over 2 years of experience in the industry. He is a registered representative with J.P. Morgan Securities LLC and is licensed to sell a variety of financial products. Darrell D Montgomery holds a Series 6TO and SIE licenses, demonstrating his expertise in Investment Company Products/Variable Contracts and the Securities Industry Essentials. He specializes in a wide range of products including variable annuities, mutual funds, life insurance, and retirement planning. Darrell D Montgomery is committed to providing his clients with personalized financial advice and helping them achieve their financial goals. He is a member of FINRA and is dedicated to adhering to the highest ethical standards in the industry.
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.
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.
A percentage of the total value of assets under management is charged.
Fee computed based on cents-per-share-deposited-into-the-account
1
2
OH
03/18/2021 - Present
J.p. Morgan Securities LLC (MASSILLON OH)
BC
Issued 03/18/2021
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 03/02/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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