Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Monte? Claim Your ProfileMonte Kevin Bute has been in the financial industry since November 13, 1994 and is currently registered with Planmember Securities Corp. as a Registered Representative (Series 6, Series 26, and Series 63). Monte has also been licensed as an Investment Advisor Representative in Idaho. Monte is a Chartered Financial Consultant and provides financial planning and investment advisory services. In addition to Planmember Securities, Monte has also been affiliated with ProEquities, Inc., Foresters Equity Services, Inc. and Mutual of Omaha Investor Services, Inc. Monte specializes in providing financial and investment advisory services for individuals, businesses, pension and profit-sharing plans, and charitable organizations.
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.
Provides investment supervisory 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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
CA
02/02/2023 - Present
Planmember Securities Corp. (CARPINTERIA CA)
ID
06/19/2019 - 10/13/2020
PROEQUITIES, INC. (BOISE ID)
ID
08/27/2001 - 06/20/2017
FORESTERS EQUITY SERVICES, INC. (BOISE ID)
NE
04/22/1992 - 09/27/2001
MUTUAL OF OMAHA INVESTOR SERVICES, INC. (OMAHA NE)
BC
Issued 04/20/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/14/1998
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 06/20/2017
SIE - Securities Industry Essentials Examination
BC
Issued 04/20/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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