Unclaimed
Roland McIntyre is a financial advisor registered with the state of Tennessee. Roland is currently affiliated with Mountaintop Wealth. Previously, Roland was registered with VALIC FINANCIAL ADVISORS, INC. Roland has been in the industry since 2017. Roland offers financial planning and portfolio management services for individuals. Roland has completed the Series 66, Series 7 and SIE exams.
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.
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
TN
01/15/2023 - Present
Mountaintop Wealth (CHATTANOOGA TN)
TN
08/03/2017 - 01/27/2022
VALIC FINANCIAL ADVISORS, INC. (BRENTWOOD TN)
BOTH
Issued 08/23/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/03/2017
Series 7 - General Securities Representative Examination
Active
Inactive
Not sure Roland McIntyre is the right advisor for you? Invested Better is here to help.