Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Montgomery? Claim Your ProfileMontgomery Howard Meeks is a registered representative with Stifel, Nicolaus & Company, Inc. Montgomery is a veteran of the financial services industry, with over 18 years of experience. Montgomery has been associated with Wells Fargo Clearing Services, LLC and A. G. Edwards & Sons, Inc. in the past. Montgomery holds Series 7, Series 31 and Series 66 securities licenses and is registered in multiple states to provide investment advice. Montgomery is also a registered Investment Advisor Representative in the state of Indiana and Texas. In addition to his investment services, Montgomery is also the owner of Helpss Realty LLC.
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
IN
01/16/2020 - Present
Stifel, Nicolaus & Company, Inc. (INDIANAPOLIS IN)
IN
01/01/2008 - 01/13/2020
WELLS FARGO CLEARING SERVICES, LLC (INDIANAPOLIS IN)
IN
11/11/2004 - 01/03/2008
A. G. EDWARDS & SONS, INC. (INDIANAPOLIS IN)
BOTH
Issued 11/22/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/24/2009
Series 31 - Futures Managed Funds Examination
BC
Issued 11/10/2004
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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