Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Monte? Claim Your ProfileMonte Marti is a financial professional with over 30 years of experience in the industry. Monte is currently registered with Osaic Wealth, Inc. and holds Series 6, 7, 24 and SIE licenses. Monte is also a Chartered Financial Consultant and has a broad range of experience working with individuals and businesses. Monte has extensive experience working with clients on a variety of financial planning needs including retirement planning, investment management, and insurance. Monte is dedicated to providing his clients with personalized and comprehensive financial advice 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.
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.
A percentage of the total value of assets under management is charged.
1
2
IA
06/14/2024 - Present
Osaic Wealth, Inc. (CEDAR RAPIDS IA)
IA
02/26/2002 - 06/14/2024
SECURITIES AMERICA, INC. (CEDAR RAPIDS IA)
NY
06/29/1992 - 03/20/2002
MONY SECURITIES CORPORATION (NEW YORK NY)
NJ
05/28/1992 - 06/15/1992
PRUCO SECURITIES CORPORATION (NEWARK NJ)
BC
Issued 07/02/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/19/2004
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/08/2000
Series 7 - General Securities Representative Examination
BC
Issued 05/27/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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