Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Monte? Claim Your ProfileMonte Edward Messman is a financial advisor at Wells Fargo Advisors Financial Network, LLC. Monte has been in the financial services industry since April 23, 1982. Monte holds the Series 6, 7, 24, 63, and 65 licenses. Monte has previously worked at RBC DAIN RAUSCHER INC, PRUDENTIAL SECURITIES INCORPORATED and WADDELL & REED, INC. Monte has worked with a variety of clients, including high-net-worth individuals, corporations, and institutions. Monte is committed to providing his clients with personalized financial advice and services.
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.
Guidance on pension options to ensure a secure financial future.
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.
Investment consulting services to institutional clients
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.
1
2
AZ
08/12/2016 - Present
Wells Fargo Advisors Financial Network, LLC (SCOTTSDALE AZ)
NY
06/17/1998 - 04/02/2004
RBC DAIN RAUSCHER INC. (NEW YORK NY)
NY
09/22/1983 - 06/22/1998
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NA
01/21/1982 - 06/20/1983
WADDELL & REED, INC.
IA
Issued 07/29/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/27/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/12/2004
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/06/1984
Series 5 - Interest Rate Options Examination
BC
Issued 09/17/1983
Series 7 - General Securities Representative Examination
BC
Issued 01/07/1982
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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