Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gary lee? Claim Your ProfileGary Lee Montalbano is an investment advisor representative at LPL Financial LLC. Gary has been in the industry since April 2010 and is licensed to provide investment advice in multiple states. Gary has experience with a variety of financial services, including investment management, financial planning, and retirement planning. He has worked with both individuals and businesses, and has a proven track record of success. Gary is committed to providing his clients with personalized financial advice that meets their individual needs. He is also dedicated to providing excellent customer service.
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.
Consulting and other non-discretionary advisory services
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
NY
06/09/2021 - Present
LPL Financial LLC (NYACK NY)
NY
06/28/2019 - 06/09/2021
M&T SECURITIES, INC. (MONSEY NY)
NY
01/18/2017 - 05/30/2019
KEY INVESTMENT SERVICES LLC (PEARL RIVER NY)
NY
04/12/2012 - 01/17/2017
M&T SECURITIES, INC. (PORT JERVIS NY)
NJ
07/30/2010 - 01/31/2012
PARK AVENUE SECURITIES LLC (PARAMUS NJ)
NJ
12/12/2008 - 07/09/2009
EDWARD JONES (LAFAYETTE NJ)
IA
Issued 06/25/2020
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 11/16/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/11/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Gary lee Montalbano is the right advisor for you? Invested Better is here to help.
