Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Monte? Claim Your ProfileMonte Gene Luzadder is a registered investment advisor representative with Ameriprise Financial Services, LLC. Monte has been in the financial services industry for over 24 years. Monte has offices in Glenview, IL and Chicago, IL and is registered to conduct business in 28 states and 2 jurisdictions. In addition to his role at Ameriprise Financial Services, LLC, Monte is also involved in other business activities including real estate ownership, business ownership, and serving on a board of directors. Monte holds the Series 66, Series 7, Series 17 and SIE licenses.
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.
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.
Asset allocation services
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.
A percentage of the total value of assets under management is charged.
1
2
IL
10/03/2006 - Present
Ameriprise Financial Services, LLC (GLENVIEW IL)
MN
05/12/1999 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
NY
08/05/1997 - 05/26/1998
SALOMON BROTHERS INC. (NEW YORK NY)
BOTH
Issued 05/14/1999
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/11/1999
Series 7 - General Securities Representative Examination
BC
Issued 07/19/1997
Series 17 - Limited Registered Representative Examination
Active
Inactive
F
FINRA
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