Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kristin? Claim Your ProfileKristin Walsh Montet is a financial advisor with over 40 years of experience in the financial industry. Kristin is a registered representative of Carter, Terry & Company, Inc. Prior to joining Carter, Terry & Company, Inc., Kristin was with Paces Battle Group, Inc. and Fig Partners, LLC. Kristin has a strong track record of success in providing financial advice to individuals, families, and businesses. Kristin holds a Series 63 license, and several other industry licenses. Kristin specializes in investment advisory services and portfolio management.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
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.
A percentage of the total value of assets under management is charged.
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2
GA
04/28/2017 - Present
Carter, Terry & Company, Inc. (ATLANTA GA)
GA
03/19/2003 - 08/10/2010
PACES BATTLE GROUP, INC. (ATLANTA GA)
GA
04/21/1997 - 08/06/2003
FIG PARTNERS, LLC (ATLANTA GA)
GA
04/29/2002 - 10/23/2002
BANKERS BANC CAPITAL CORPORATION (ALPHARETTA GA)
NA
04/11/1985 - 05/02/1988
JOHNSON, LANE, SPACE, SMITH & CO., INC.
NA
08/24/1983 - 01/31/1985
PRUDENTIAL-BACHE SECURITIES INC.
NA
01/19/1983 - 03/23/1983
ISFA CORPORATION
BC
Issued 01/27/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/14/1988
Series 53 - Municipal Securities Principal Examination
BC
Issued 06/16/1988
Series 24 - General Securities Principal Examination
BC
Issued 06/02/1988
Series 27 - Financial and Operations Principal Examination
BC
Issued 05/18/1988
Series 4 - Registered Options Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/17/1983
Series 3 - National Commodity Futures Examination
BC
Issued 01/15/1983
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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