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Montanna Saltsman

Fidelity Distributors Co. LLC

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About Montanna Saltsman

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.

Firm Information

Montanna Saltsman is currently registered with Fidelity Distributors Co. LLC. Fidelity Distributors Co. LLC is a Limited Liability Company formed in January 2020. The firm is registered in all 50 states and the District of Columbia. It has been approved for SEC registration.

Not reported

Assets Under Management

Not reported

Total Clients

137

Total Financial Advisors

Services Offered

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.

Fee Structure

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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Montanna Saltsman’s Registration & Firm History

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)

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Licenses & Designations

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

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Montanna Saltsman.
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