Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Isaiah? Claim Your ProfileIsaiah Montgomery is a financial advisor at Fidelity Personal And Workplace Advisors in Troy, Michigan. Isaiah has been in the financial services industry since 2011 and has a diverse background in financial services. Isaiah has held previous roles with TD Ameritrade, Ameriprise Financial Services, Inc. and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Isaiah holds the Series 7, Series 66, and SIE licenses and is registered with the state of Michigan as an investment advisor representative.
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.
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.
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.
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MI
04/24/2023 - Present
Fidelity Personal AND Workplace Advisors (TROY MI)
MI
01/26/2022 - 05/31/2022
CHARLES SCHWAB & CO., INC. (Birmingham MI)
MI
09/04/2018 - 05/31/2022
TD AMERITRADE, INC. (BIRMINGHAM MI)
MI
05/31/2016 - 08/28/2018
AMERIPRISE FINANCIAL SERVICES, INC. (Pleasant Ridge MI)
MI
11/08/2011 - 03/04/2016
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (AUBURN HILLS MI)
MI
10/21/2010 - 08/19/2011
MORGAN STANLEY SMITH BARNEY (BLOOMFIELD HILLS MI)
BOTH
Issued 11/19/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/20/2010
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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