Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Montana is a financial advisor with Hightower Advisors, LLC, based in Madison, CT. Matthew has been in the industry since 1999 and has extensive experience working with high-net-worth individuals, corporations, and charitable organizations. He provides a wide range of financial planning and investment management services.
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.
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.
Treasury management for corporate clients
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.
Retainer or service fees or some combination of 1, 2, 4, 5 & 7
1
2
CT
11/15/2013 - Present
Hightower Advisors, LLC (MADISON CT)
CT
07/31/2007 - 11/19/2013
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (MADISON CT)
CT
06/02/2006 - 07/03/2007
WACHOVIA SECURITIES, LLC (NORTHFORD CT)
CT
01/14/2004 - 05/31/2006
NEWALLIANCE INVESTMENTS, INC. (NEW HAVEN CT)
FL
08/26/2002 - 01/07/2004
RAYMOND JAMES FINANCIAL SERVICES, INC. (ST. PETERSBURG FL)
NY
05/04/1999 - 08/15/2002
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BOTH
Issued 05/18/1999
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/04/2002
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/03/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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