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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Monte? Claim Your ProfileMonte Lee Kuhnert is an active advisor registered with Wells Fargo Clearing Services, LLC. Monte has been in the industry since October 4, 1992. Monte is registered in 38 states as a Broker/Dealer and 2 states as an Investment Advisor. Monte was previously registered with A.G. Edwards & Sons, Inc. and Advest, Inc. Monte holds Series 63, 66, 7 and 8 securities licenses as well as the SIE. Monte has been employed by Wells Fargo Advisors LLC since 2009 and Wells Fargo Clearing Services, LLC since 2016. Monte is a licensed advisor in Illinois, Texas, and other states. Monte currently works out of the Carbondale, IL branch office of Wells Fargo Clearing Services, LLC.
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
IL
06/10/2013 - Present
Wells Fargo Clearing Services, LLC (CARBONDALE IL)
IL
05/02/1994 - 01/03/2008
A. G. EDWARDS & SONS, INC. (CARBONDALE IL)
CT
10/05/1992 - 05/16/1994
ADVEST, INC. (HARTFORD CT)
BOTH
Issued 12/19/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/27/1999
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/18/1992
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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