Unclaimed
Montanna Saltsman is a financial advisor currently registered with Fidelity Distributors Co. LLC. Montanna has been in the financial services industry since August 9, 2015. Montanna is licensed to provide securities-related services in 52 states, plus the District of Columbia and Puerto Rico. Montanna's experience includes working with Fidelity Brokerage Services LLC from August 2015 to February 2022.
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.
1
2
CO
02/10/2022 - Present
Fidelity Distributors Co. LLC (GREENWOOD VILLAGE CO)
CO
08/10/2015 - 02/14/2022
FIDELITY BROKERAGE SERVICES LLC (GREENWOOD VILLAGE CO)
BC
Issued 08/17/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/14/2018
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 03/20/2018
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/10/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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