Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Leadale? Claim Your ProfileLeadale Monty McCutcheon is a financial advisor who has been in the industry since 1993. Leadale has a long history of experience with Stifel, Nicolaus & Company, Inc., and has also worked with Fahnestock & Co. Inc., Burns Pauli Mahoney Co, and Hibbard Brown & Co., Inc. Leadale is a Certified Financial Planner and specializes in providing a variety of financial advisory services, including financial planning, portfolio management, pension consulting, and educational seminars. Leadale is licensed in 24 states and is registered as a broker-dealer and investment advisor.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
MO
10/22/2009 - Present
Stifel, Nicolaus & Company, Inc. (O'FALLON MO)
NY
08/06/1996 - 11/07/2000
FAHNESTOCK & CO. INC. (NEW YORK NY)
MO
03/31/1995 - 08/06/1996
BURNS PAULI MAHONEY CO (ST. LOUIS MO)
MO
08/09/1994 - 04/06/1995
STIFEL, NICOLAUS & COMPANY, INCORPORATED (ST. LOUIS MO)
NY
09/27/1993 - 08/26/1994
HIBBARD BROWN & CO., INC. (NEW YORK NY)
IA
Issued 01/26/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/24/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Leadale McCutcheon is the right advisor for you? Invested Better is here to help.
