Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Monte? Claim Your ProfileMonte Dean Hinkle is a financial advisor with over 40 years of experience in the financial industry. Monte is currently registered with Voya Financial Advisors, Inc. and has held previous registrations with ING Financial Advisors, LLC, Lincoln Financial Advisors Corporation, The Lincoln National Life Insurance Company, and Copeland Equities, Inc. Monte holds Series 6, 7, and 63 securities licenses as well as the SIE exam. Monte is also a Certified Financial Planner. Monte specializes in retirement planning, college savings, investment management, and estate planning. Monte is dedicated to providing personalized financial advice to help clients achieve their financial goals.
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
TX
01/03/2011 - Present
Voya Financial Advisors, Inc. (Addison TX)
TX
02/29/2008 - 01/03/2011
ING FINANCIAL ADVISERS, LLC (ADDISON TX)
TX
06/30/1995 - 02/11/2008
LINCOLN FINANCIAL ADVISORS CORPORATION (DALLAS TX)
IN
06/30/1995 - 04/06/2006
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
NJ
06/21/1982 - 06/30/1995
COPELAND EQUITIES, INC. (SOMERSET NJ)
BC
Issued 06/29/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/16/1984
Series 7 - General Securities Representative Examination
BC
Issued 06/14/1982
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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