Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Monte? Claim Your ProfileMonte Lee Gerlach is a financial advisor with Key Investment Services LLC. Monte has been in the financial industry since 2003 and has experience working with a variety of clients, including individuals, corporations, and charitable organizations. Monte is registered with the state of Idaho. Monte's experience with McDonald Investments Inc., Edward Jones, and Key Bank allows him to provide comprehensive financial services to clients. Monte is dedicated to helping clients achieve their financial goals.
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.
Helps you choose top advisors aligned with your financial goals.
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.
A percentage of the total value of assets under management is charged.
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2
OH
03/20/2019 - Present
KEY Investment Services LLC (BROOKLYN OH)
ID
08/26/2003 - 01/18/2006
MCDONALD INVESTMENTS INC. (BOISE ID)
MO
08/28/2002 - 02/05/2003
EDWARD JONES (ST. LOUIS MO)
BOTH
Issued 03/19/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/30/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/27/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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