Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Montgomery is a financial advisor currently registered with Commonwealth Financial Network. Robert has been in the financial industry since 1994 and is registered with the state of Oklahoma. Robert is also registered with FINRA and is a Series 7, Series 24, Series 31, and Series 63 licensed professional. Previously, Robert was employed with First Montauk Securities Corp. and Tradestar Investments, Inc. Robert specializes in financial planning, pension consulting, educational seminars, and portfolio management. Robert also offers fixed insurance sales services.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
OK
02/03/1997 - Present
Commonwealth Financial Network (TULSA OK)
NJ
01/03/1996 - 12/31/1996
FIRST MONTAUK SECURITIES CORP. (RED BANK NJ)
TX
07/12/1994 - 01/15/1996
TRADESTAR INVESTMENTS,INC. (HOUSTON TX)
IA
Issued 12/31/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/30/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/03/1996
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/18/2009
Series 31 - Futures Managed Funds Examination
BC
Issued 04/16/1988
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.
