Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Monte? Claim Your ProfileMonte Gehrtz is a financial professional with Cetera Investment Advisers LLC, specializing in providing financial planning, portfolio management for businesses and individuals, and pension consulting services. Monte has been in the industry since 2011, and has experience with Edward Jones, Cetera Advisor Networks LLC, and Securities America, Inc. Monte holds Series 7, Series 66, and SIE licenses and is registered in several states including North Dakota, Texas, Arizona, Kansas, Minnesota, Missouri, Montana, North Carolina, South Dakota, and Washington. Monte is also a co-owner of Patriot Storage, LLC and Patriot Project Management LLC, demonstrating a wide range of business interests.
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.
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.
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2
ND
06/29/2023 - Present
Cetera Investment Advisers LLC (FARGO ND)
ND
09/29/2014 - 02/06/2015
SECURITIES AMERICA, INC. (CASSELTON ND)
CA
11/08/2012 - 09/30/2014
CETERA ADVISOR NETWORKS LLC (EL SEGUNDO CA)
MN
05/12/2011 - 11/01/2012
EDWARD JONES (BRAINERD MN)
BOTH
Issued 05/27/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/11/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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