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Montee Allan Sneed

NBC Securities, Inc.

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About Montee Allan Sneed

Montee Sneed is a financial advisor with over 30 years of experience in the industry. Sneed has worked for a variety of firms, including Merrill Lynch, Pierce, Fenner & Smith Incorporated and J.J.B. Hilliard, W.L. Lyons, Inc. Sneed currently works for NBC Securities, Inc. Sneed provides a range of financial services, including financial planning, portfolio management for businesses and individuals, and selection of other advisers. Sneed holds a Certified Financial Planner designation and is registered to conduct business in 35 states.

Firm Information

Montee Sneed is currently registered with NBC Securities, Inc.. NBC Securities, Inc. is a corporation headquartered in Birmingham, Alabama, that has been in operation since March 13, 1986. The firm provides financial planning, pension consulting, and portfolio management services for individuals, businesses, high-net-worth individuals, corporations, charitable organizations, and pension and profit-sharing plans. The firm manages approximately $1 billion to $10 billion in assets and has a presence in all 50 states and the District of Columbia.
NBC Securities, Inc.

1927 FIRST AVENUE NORTH

BIRMINGHAM, AL 35203

$1.72B

Assets Under Management

100

Total Clients

83

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Montee Sneed’s Registration & Firm History

TN

08/07/2015 - Present

NBC Securities, Inc. (COLUMBIA TN)

NY

08/21/1995 - 11/30/2005

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)

KY

06/24/1986 - 08/21/1995

J.J.B. HILLIARD, W.L. LYONS, INC. (LOUISVILLE KY)

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Licenses & Designations

IA

Issued 01/03/1996

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 07/10/1986

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 04/21/1997

Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/21/1986

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Montee Allan Sneed.
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