Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Monte? Claim Your ProfileMonte Dillard Wilder is a financial advisor with State Farm VP Management Corp. in Saginaw, Michigan. Monte has been in the financial services industry since 2000, working in various roles at different firms including Chase Investment Services Corp., Natcity Investments, Inc., and Banc One Securities Corporation. Monte holds Series 6 and Series 63 licenses as well as the SIE exam.
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
MI
07/28/2009 - Present
State Farm VP Management Corp. (Saginaw MI)
MI
02/26/2009 - 06/05/2009
CHASE INVESTMENT SERVICES CORP. (PETOSKEY MI)
MI
07/14/2005 - 07/07/2008
NATCITY INVESTMENTS, INC. (PETOSKEY MI)
IL
07/06/2005 - 07/08/2005
CHASE INVESTMENT SERVICES CORP. (CHICAGO IL)
IL
06/02/2004 - 07/06/2005
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
IL
06/12/2002 - 05/19/2004
STATE FARM VP MANAGEMENT CORP. (BLOOMINGTON IL)
IL
02/24/2000 - 04/27/2001
STATE FARM VP MANAGEMENT CORP. (BLOOMINGTON IL)
BC
Issued 07/19/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/23/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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