Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Monteith is a financial advisor who is currently registered with Facet. David has been in the financial industry since June 2007. David has several industry licenses and holds the Certified Financial Planner designation. David focuses on financial planning and portfolio management for individuals.
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.
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.
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2
MD
03/27/2024 - Present
Facet (BALTIMORE MD)
NC
06/29/2007 - 04/03/2024
VANGUARD MARKETING CORPORATION (CHARLOTTE NC)
IA
Issued 11/17/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/11/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/24/2013
Series 7 - General Securities Representative Examination
BC
Issued 06/28/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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