Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lamont? Claim Your ProfileLamont McIntosh is a financial advisor who has been in the industry since 2014. Lamont is currently registered with Cetera Investment Advisers LLC and has been registered with the firm since June 2019. Prior to that, Lamont worked at Foresters Financial Services, Inc. Lamont is licensed to provide investment advice in 22 states. Lamont is licensed to provide investment advice in 22 states. Lamont is also a licensed landlord and owns rental property in Atlanta, Georgia. Lamont specializes in providing financial planning, portfolio management, and educational seminars.
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.
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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GA
01/24/2023 - Present
Cetera Investment Advisers LLC (ATLANTA GA)
GA
07/02/2014 - 06/21/2019
FORESTERS FINANCIAL SERVICES, INC. (ATLANTA GA)
GA
01/15/2014 - 02/04/2014
E*TRADE SECURITIES LLC (ALPHARETTA GA)
BOTH
Issued 10/14/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 1/27/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 6/18/2019
Series 24 - General Securities Principal Examination
BC
Issued 8/11/2017
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 1/15/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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