Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael David Monte is a financial professional with over 16 years of experience in the industry. He has held various positions at prominent firms such as Citizens Capital Markets, Citizens Securities, Inc., Cit Capital Securities LLC and McDonald Investments Inc. Michael currently works at East Wind Securities, LLC as a registered representative. His professional qualifications include the Series 63, Series 79, Series 7 and SIE exams.
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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2
NY
02/02/2021 - Present
East Wind Securities, LLC (NEW YORK NY)
OH
05/16/2016 - 03/25/2020
CITIZENS CAPITAL MARKETS (CLEVELAND OH)
OH
10/28/2015 - 05/16/2016
CITIZENS SECURITIES, INC. (CLEVELAND OH)
NY
12/06/2005 - 06/26/2009
CIT CAPITAL SECURITIES LLC (NEW YORK NY)
OH
09/09/2003 - 08/25/2004
MCDONALD INVESTMENTS INC. (CLEVELAND OH)
BC
Issued 02/22/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/28/2015
Series 79 - Investment Banking Registered Representative Examination
BC
Issued 09/08/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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