Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Montie? Claim Your ProfileMontie Denise Piccininno is a financial advisor with over 20 years of experience in the industry. Montie currently works at Osaic Wealth, Inc., in Omaha, NE. Montie holds Series 6, 63, and 65 licenses, and is a registered Investment Advisor Representative in California and Nebraska. Previously, Montie worked at CETERA ADVISORS LLC, FIRST ALLIED SECURITIES, INC., NORTHERN LIGHTS DISTRIBUTORS, LLC, and PIONEER FUNDS DISTRIBUTOR, INC.
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.
A percentage of the total value of assets under management is charged.
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2
CA
07/12/2023 - Present
Osaic Wealth, Inc. (WALNUT CREEK CA)
CA
09/08/2022 - 07/11/2023
CETERA ADVISORS LLC (Walnut Creek CA)
CA
01/31/2013 - 09/08/2022
FIRST ALLIED SECURITIES, INC. (Walnut Creek CA)
NE
01/01/2008 - 03/31/2011
NORTHERN LIGHTS DISTRIBUTORS, LLC (OMAHA NE)
MA
04/11/1996 - 11/24/2003
PIONEER FUNDS DISTRIBUTOR, INC. (BOSTON MA)
IA
Issued 12/22/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/18/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/31/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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