Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Link Montgomery is an investment advisor representative associated with FCI Advisors. Matthew is based in Overland Park, Kansas and has been in the industry since February 2006. Matthew holds the Series 7 and Series 66 licenses. Matthew specializes in providing investment advice for various client types, including high-net-worth individuals, corporations, and charitable organizations.
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.
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.
Strategic management for diversified investment portfolios.
Asset allocation services
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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2
KS
05/13/2008 - Present
FCI Advisors (OVERLAND PARK KS)
MO
02/01/2006 - 04/29/2008
UBS FINANCIAL SERVICES INC. (KANSAS CITY MO)
BOTH
Issued 10/27/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/17/2005
Series 7 - General Securities Representative Examination
Active
Inactive
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