Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Monte? Claim Your ProfileMonte Custer is a registered investment advisor representative with Stifel, Nicolaus & Company, Inc. Monte has been in the industry since August 20, 1975 and holds a Series 63, Series 65, Series 7, SIE and Series 5 licenses. Monte is a licensed representative in Arizona, Arkansas, California, Colorado, Georgia, Hawaii, Louisiana, Maryland, New Mexico, North Carolina, Ohio, Oklahoma, Rhode Island, South Carolina, Texas, Vermont, Virginia, Washington, and Wisconsin. Monte has previously worked at Wachovia Securities, LLC, A. G. Edwards & Sons, Inc., and Merrill Lynch, Pierce, Fenner & Smith Incorporated.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
TX
04/07/2009 - Present
Stifel, Nicolaus & Company, Inc. (CORPUS CHRISTI TX)
TX
01/01/2008 - 04/23/2009
WACHOVIA SECURITIES, LLC (CORPUS CHRISTI TX)
TX
01/11/1991 - 01/03/2008
A. G. EDWARDS & SONS, INC. (CORPUS CHRISTI TX)
NY
09/26/1978 - 01/25/1991
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NA
08/21/1975 - 09/26/1978
MERRILL LYNCH, PIERCE, FENNER & SMITH, INC.
IA
Issued 09/04/2009
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/12/1982
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/05/1981
Series 5 - Interest Rate Options Examination
BC
Issued 05/01/1977
PC - AMEX Put and Call Exam
BC
Issued 08/16/1975
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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