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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Rebecca? Claim Your ProfileRebecca Monty has been in the financial services industry since 2006. Rebecca is currently registered as an Investment Advisor Representative with Raymond James Financial Services Advisors, Inc. and is licensed to provide investment advice in Connecticut, Florida, Massachusetts, and Vermont. Prior to joining Raymond James, Rebecca worked at MSI Financial Services, Inc. and MML Investors Services, LLC in Vermont. Rebecca holds Series 6, 7, 63, and 65 licenses. Rebecca has experience providing financial planning, pension consulting, educational seminars, selection of other advisors, and portfolio management for individuals and businesses.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
VT
11/17/2022 - Present
Raymond James Financial Services Advisors, Inc. (Burlington VT)
VT
03/25/2017 - 12/31/2020
MML INVESTORS SERVICES, LLC (COLCHESTER VT)
VT
10/04/2016 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (COLCHESTER VT)
VT
09/04/2006 - 07/29/2016
MSI FINANCIAL SERVICES, INC. (COLCHESTER VT)
NJ
09/04/2006 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (PARAMUS NJ)
IA
Issued 07/16/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/12/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/05/2015
Series 7 - General Securities Representative Examination
BC
Issued 09/02/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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