Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Hartley? Claim Your ProfileHartley Carlson Montgomery is an investment advisor representative with Koss-Olinger Consulting, LLC based in Gainesville, Florida. Hartley has been active in the financial services industry since August 2016. Hartley holds the Series 7TO, SIE, and Series 66 licenses and has a strong focus on providing financial planning and portfolio management services for individuals and businesses. Hartley has experience working with a variety of clients, including high net worth individuals, corporations, and charitable organizations. Prior to joining Koss-Olinger, Hartley worked for James Moore & Co., and Charles Perry Partners, Inc., in Gainesville, Florida, and WME/IMG in Winston-Salem, North Carolina.
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.
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
FL
09/09/2024 - Present
Koss-Olinger Consulting, LLC (GAINESVILLE FL)
BOTH
Issued 02/05/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/16/2022
Series 7TO - General Securities Representative Examination
BC
Issued 05/18/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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