Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kellie? Claim Your ProfileKellie Montgomery is a financial advisor with Mutual Of America Securities LLC. Kellie has been in the financial industry for over 20 years. Prior to joining Mutual Of America Securities LLC, Kellie worked at Mutual Of America Life Insurance Company and MetLife Securities Inc. Kellie is registered with FINRA and has a Series 7, Series 66, and SIE license.
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.
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.
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RI
09/19/2007 - Present
Mutual OF America Securities LLC (Providence RI)
FL
09/19/2007 - 10/15/2020
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (Boca Raton FL)
MD
12/13/2005 - 09/24/2007
METLIFE SECURITIES INC. (BALTIMORE MD)
MD
12/13/2005 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (BALTIMORE MD)
MO
03/15/2002 - 04/02/2004
A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)
BOTH
Issued 04/12/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/28/2024
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/14/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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