Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mark? Claim Your ProfileMark Monty is a financial professional with over 35 years of experience in the industry. Mark has been registered with MML Investors Services, LLC since March 25, 2017. Previously, Mark was registered with MSI Financial Services, INC. and Metropolitan Life Insurance Company. Mark is licensed in 16 states and has passed the Series 6, Series 26, Series 63 and SIE exams. Mark has a wide range of experience in financial planning, portfolio management for businesses and individuals, and pension consulting.
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.
Asset allocation programs
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.
Solicitors fees
1
2
VT
03/25/2017 - Present
MML Investors Services, LLC (COLCHESTER VT)
VT
04/27/1987 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (COLCHESTER VT)
VT
01/08/1987 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (BURLINGTON VT)
BC
Issued 03/19/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/16/1998
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/07/1987
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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