Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Montgomery? Claim Your ProfileMontgomery Gallant is a financial advisor with Ameriprise Financial Services, LLC. Montgomery has been in the industry since 1992. Montgomery holds Series 7, 24, and 63 licenses. Montgomery is registered to provide advisory services in 20 states and is also a registered representative with FINRA. Montgomery is committed to providing clients with comprehensive financial advice and helping them achieve their financial goals. Montgomery's firm, Ameriprise Financial Services, LLC, is a leading financial services firm with a wide range of products and services to meet the needs of individual and institutional clients.
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.
Asset allocation 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.
A percentage of the total value of assets under management is charged.
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NJ
08/22/2017 - Present
Ameriprise Financial Services, LLC (PRINCETON NJ)
MN
04/13/1992 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BC
Issued 05/09/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/15/2000
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/10/1992
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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