Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Gerard Montgomery is a financial advisor based in Rochester Hills, Michigan. Robert has been in the financial services industry since December 2008. Robert currently holds a Series 6, Series 7, and Series 63 license and is registered with Allstate Financial Services, LLC. Prior to working at Allstate Financial Services, LLC, Robert worked at Waterhouse Securities, Inc. and OLDE Discount Corporation.
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.
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.
1
2
MI
12/21/2009 - Present
Allstate Financial Services, LLC (ROCHESTER HILLS MI)
NA
03/01/1994 - 08/05/1994
WATERHOUSE SECURITIES, INC.
NA
03/26/1993 - 11/05/1993
OLDE DISCOUNT CORPORATION
BC
Issued 01/25/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/18/2009
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 03/25/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Robert Montgomery is the right advisor for you? Invested Better is here to help.
