Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Monty? Claim Your ProfileMonty Alan Alspaugh is a financial professional with over 20 years of experience in the industry. Monty is currently registered with Eagle Strategies LLC as a Registered Representative and Investment Advisor Representative. Monty has worked with various financial institutions in the past, including PRUCO Securities Corporation, NYLIFE Securities and New York Life. Monty is also an insurance broker and has been appointed with several outside insurance carriers. Monty's areas of expertise include financial planning, pension consulting, portfolio management, and educational seminars. Monty is a dedicated professional who is committed to helping clients achieve their financial goals.
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.
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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TX
04/05/2005 - Present
Eagle Strategies LLC (FRISCO TX)
NJ
06/26/2000 - 06/30/2001
PRUCO SECURITIES CORPORATION (NEWARK NJ)
IA
Issued 3/22/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 7/7/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 6/21/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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