Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Monte? Claim Your ProfileMonte Dop is an investment advisor representative with Fiera Capital Inc. Monte has been in the financial services industry since August 12, 2005, and has experience with various firms, including Pinebridge Securities LLC, Thornburg Securities Corporation, SunAmerica Capital Services, Inc., American Express Financial Advisors Inc., and IDS Life Insurance Company. Monte is licensed to provide securities related advice and services in 51 states and the District of Columbia. Monte has a strong track record of success in the financial services industry, and is committed to providing clients with the highest level of service and advice.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
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
MA
08/16/2022 - Present
Fiera Capital Inc. (Boston MA)
NY
03/08/2013 - 02/25/2022
PINEBRIDGE SECURITIES LLC (NEW YORK NY)
NM
04/28/2010 - 02/11/2013
THORNBURG SECURITIES CORPORATION (SANTA FE NM)
NM
07/21/2009 - 01/19/2010
THORNBURG SECURITIES CORPORATION (SANTA FE NM)
NJ
11/23/2004 - 12/18/2008
SUNAMERICA CAPITAL SERVICES, INC. (JERSEY CITY NJ)
MN
03/30/2004 - 07/20/2004
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
03/30/2004 - 07/20/2004
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
IA
Issued 09/17/2010
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 04/12/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/29/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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