Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mark? Claim Your ProfileMark Montagna is a financial advisor with Allstate Financial Services, LLC in Nashville, Tennessee. Mark has been in the financial industry for over 19 years. Mark is licensed to sell securities in Tennessee and Texas and has passed the SIE, Series 63, Series 7, Series 86, and Series 87 exams. Prior to joining Allstate Financial Services, LLC, Mark worked for Edward Jones, Avondale Partners, LLC, C. L. King & Associates, Inc., Wells Fargo Securities, LLC, Jefferies & Company, Inc., J.P. Morgan Securities Inc. and Tucker Anthony Incorporated.
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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TN
02/14/2017 - Present
Allstate Financial Services, LLC (NASHVILLE TN)
MO
01/23/2017 - 02/01/2017
EDWARD JONES (ST. LOUIS MO)
TN
08/09/2010 - 02/02/2015
AVONDALE PARTNERS, LLC (NASHVILLE TN)
NY
02/23/2006 - 12/02/2008
C. L. KING & ASSOCIATES, INC. (NEW YORK NY)
CA
06/14/2004 - 09/01/2005
WELLS FARGO SECURITIES, LLC (SAN FRANCISCO CA)
NY
01/07/2002 - 06/28/2004
JEFFERIES & COMPANY, INC. (NEW YORK NY)
NY
05/01/2001 - 09/27/2001
J.P. MORGAN SECURITIES INC. (NEW YORK NY)
NY
02/05/2001 - 05/01/2001
J.P. MORGAN SECURITIES INC. (NEW YORK NY)
NY
02/07/2000 - 02/05/2001
CHASE SECURITIES INC. (NEW YORK NY)
MA
12/07/1999 - 01/18/2000
TUCKER ANTHONY INCORPORATED (BOSTON MA)
BC
Issued 02/20/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/20/2004
Series 86 - Research Analyst Exam - Part I Analysis Module
BC
Issued 12/03/2004
Series 87 - Research Analyst Exam - Part II Regulations Module
BC
Issued 12/01/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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