Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Montague? Claim Your ProfileMontague Stephan Henry is a financial advisor with over 35 years of experience in the industry. Currently, Montague is a Registered Representative with B. Riley Wealth Advisors, Inc., in New York, NY. Montague is a Series 3, 7, and 63 and SIE licensed professional. Montague is also a Series 65 licensed professional and is registered as an Investment Advisor Representative in New York and Texas. Montague has previously been affiliated with DOMINICK & DOMINICK LLC, MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED, CITIGROUP GLOBAL MARKETS INC., and LEHMAN BROTHERS INC. Montague provides services to individuals, high net worth individuals, corporations, and other businesses, charitable organizations, pension and profit-sharing plans, and banking or thrift institutions.
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.
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
NY
07/26/2022 - Present
B. Riley Wealth Advisors, Inc. (New York NY)
NY
01/14/2013 - 01/28/2015
DOMINICK & DOMINICK LLC (NEW YORK NY)
NY
06/16/2006 - 12/19/2012
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NY
07/31/1993 - 06/27/2006
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
NY
09/22/1987 - 07/31/1993
LEHMAN BROTHERS INC. (NEW YORK NY)
IA
Issued 07/30/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/26/1987
Series 3 - National Commodity Futures Examination
BC
Issued 09/19/1987
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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