Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Montrel? Claim Your ProfileMontrel Simmons is a financial advisor who has been in the industry since June 10, 2022. Montrel is currently registered with Fidelity Personal And Workplace Advisors in Louisville, Kentucky. Montrel has been registered with the firm since July 2022. Montrel has previously been registered with ADP BROKER-DEALER, INC. in Louisville, Kentucky. Montrel is licensed to offer securities and investment advisory services in a number of states, including Kentucky, Texas, Alaska, Arizona, California, Connecticut, Florida, Georgia, Illinois, Indiana, Maryland, Massachusetts, Michigan, North Carolina, Ohio, Rhode Island, South Carolina, Tennessee, Virginia, West Virginia, and Wyoming.
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.
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.
1
2
KY
11/13/2023 - Present
Fidelity Personal AND Workplace Advisors (LOUISVILLE KY)
KY
02/14/2022 - 07/22/2022
ADP BROKER-DEALER, INC. (LOUISVILLE KY)
BOTH
Issued 11/03/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/04/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/17/2022
Series 7TO - General Securities Representative Examination
BC
Issued 02/14/2022
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 01/14/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
Not sure Montrel Simmons is the right advisor for you? Invested Better is here to help.
