Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Monte? Claim Your ProfileMonte Michael Meier is a financial advisor with LPL Financial LLC and has been in the industry since October 12, 2010. Monte is licensed in Minnesota and Utah and has branch office locations in Midway, UT and Hastings, MN. Monte has a history of working in the financial services industry, having previously worked for Waddell & Reed and Edward Jones. Monte has a variety of licenses and certifications including the Series 7, Series 66, and SIE exams. In addition to his work as a financial advisor, Monte also owns rental properties in Park City, UT. Monte is dedicated to providing his clients with personalized financial advice and guidance to help them 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.
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.
Consulting and other non-discretionary advisory 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.
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2
UT
02/25/2015 - Present
LPL Financial LLC (MIDWAY UT)
UT
07/23/2012 - 01/26/2015
WADDELL & REED (COTTONWOOD HEIGHTS UT)
UT
08/30/2010 - 07/06/2012
EDWARD JONES (PARK CITY UT)
BOTH
Issued 09/10/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/28/2010
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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