Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Monti? Claim Your ProfileMonti MacE is a registered investment advisor representative at State Farm Investment Management Corp. Monti has been in the securities industry since 1998. Monti is licensed to provide investment advice in Indiana.
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.
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
IN
12/12/2018 - Present
State Farm Investment Management Corp. (Martinsville IN)
IN
10/18/2001 - 11/11/2002
CONSECO EQUITY SALES, INC. (CARMEL IN)
TX
10/13/2000 - 07/05/2001
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
NY
09/17/1998 - 07/05/2000
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
IA
Issued 12/12/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/30/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/27/2004
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/16/1998
Series 31 - Futures Managed Funds Examination
BC
Issued 09/16/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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