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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Donald? Claim Your ProfileDonald Peter Monti is a registered investment advisor representative with TLG Advisors, Inc. with over 40 years of experience in the financial services industry. Donald Peter Monti is also registered with the state of Pennsylvania as an Investment Advisor Representative. Donald Peter Monti has previously worked for a number of financial institutions including EQ Financial Consultants, Inc., The Equitable Life Assurance Society of the United States, MONY Securities Corp., The Mutual Life Insurance Company of New York, Interstate Securities Corporation, Wood Gundy, Incorporated, Shearson Lehman/American Express Inc., Raymond James & Associates, Inc. and A. G. Edwards & Sons, Inc. Donald Peter Monti has a strong track record of providing financial advice to individuals, families, and businesses. Donald Peter Monti is committed to helping clients achieve their financial goals.
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.
Placement of institutional funds
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
PA
06/13/2002 - Present
TLG Advisors, Inc. (Wexford PA)
NY
08/21/1996 - 02/02/1999
EQ FINANCIAL CONSULTANTS, INC. (NEW YORK NY)
NY
08/21/1996 - 02/02/1999
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
NY
04/29/1988 - 08/15/1996
MONY SECURITIES CORP. (NEW YORK NY)
NY
04/29/1988 - 10/15/1990
THE MUTUAL LIFE INSURANCE COMPANY OF NEW YORK (NEW YORK NY)
NA
04/15/1985 - 04/09/1988
INTERSTATE SECURITIES CORPORATION
NA
10/16/1984 - 04/24/1985
WOOD GUNDY, INCORPORATED
NA
08/15/1983 - 10/05/1984
SHEARSON LEHMAN/AMERICAN EXPRESS INC.
NA
07/06/1982 - 08/19/1983
RAYMOND JAMES & ASSOCIATES, INC.
NA
11/20/1981 - 07/08/1982
A. G. EDWARDS & SONS, INC.
IA
Issued 12/05/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/11/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/13/1983
Series 3 - National Commodity Futures Examination
BC
Issued 10/17/1981
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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