Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Monte? Claim Your ProfileMonte Averell Merken is a financial professional with over 35 years of experience in the industry. He has held previous roles with Lincoln Financial Securities Corporation, Jefferson-Pilot Investor Services, Inc., Sun Investment Services Company, MML Investors Services, Inc., and Pruco Securities Corporation. Monte is currently registered with The Leaders Group, Inc. and holds Series 6 and SIE licenses. He is currently registered in Alabama, California, and Florida.
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
04/05/2021 - Present
THE Leaders Group, Inc. (LITTLETON CO)
CA
10/01/1997 - 04/01/2021
LINCOLN FINANCIAL SECURITIES CORPORATION (WEST HILLS CA)
IN
09/29/1997 - 10/01/1997
JEFFERSON-PILOT INVESTOR SERVICES, INC. (FORT WAYNE IN)
MA
04/13/1993 - 08/27/1997
SUN INVESTMENT SERVICES COMPANY (WELLESLEY HILLS MA)
MA
08/30/1991 - 03/12/1993
MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)
NJ
08/03/1984 - 07/24/1991
PRUCO SECURITIES CORPORATION (NEWARK NJ)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/02/1984
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Monte Merken is the right advisor for you? Invested Better is here to help.
