Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Shawn? Claim Your ProfileShawn Andrew Monty is an investment advisor representative registered with Commonwealth Financial Network and Financial Strategies Retirement Partners. Shawn has been in the financial services industry since 1985. They are registered with the Financial Industry Regulatory Authority (FINRA) and the Securities Investor Protection Corporation (SIPC). They are also registered with the states of Alabama, Alaska, Arizona, California, Colorado, Connecticut, Delaware, District of Columbia, Florida, Georgia, Illinois, Indiana, Maine, Maryland, Massachusetts, Michigan, Minnesota, Missouri, Nevada, New Hampshire, New Jersey, New York, North Carolina, Oregon, Pennsylvania, Rhode Island, South Carolina, Texas, Utah, Vermont, Virginia, Washington, and Wisconsin. Their firm, Commonwealth Financial Network, is a leading independent financial advisor firm with over 125 offices nationwide. They provide a variety of financial services to individuals, families, businesses, and institutions. The firm has over 1000 employees and manages over $100 billion in assets.
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.
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2
NH
04/24/1998 - Present
Commonwealth Financial Network (BEDFORD NH)
MA
06/29/1988 - 01/03/1995
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
06/29/1988 - 01/03/1995
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
NJ
07/18/1985 - 05/03/1988
FIRST INVESTORS CORPORATION (EDISON NJ)
BC
Issued 07/19/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/28/2001
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 02/12/2021
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/17/1985
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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