Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Siara? Claim Your ProfileSiara Charrel Montgomery is a financial advisor with U.S. Bancorp Investments, Inc. She is registered with FINRA and the state of Missouri. Siara has been in the industry since 2015. She has experience working with a variety of clients, including individuals, high-net-worth individuals, corporations, and charitable organizations. Siara is also a licensed insurance agent. Prior to joining U.S. Bancorp Investments, Inc., Siara worked as a financial advisor with Stifel, Nicolaus & Company, Incorporated and Edward Jones.
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.
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.
A percentage of the total value of assets under management is charged.
12b-1,networking&shareholder serv,product partner arrangements
1
2
MN
01/03/2022 - Present
U.s. Bancorp Investments, Inc. (Saint Paul MN)
MO
02/05/2020 - 12/03/2021
STIFEL, NICOLAUS & COMPANY, INCORPORATED (ST. LOUIS MO)
MO
09/29/2017 - 01/23/2020
EDWARD JONES (ST LOUIS MO)
MO
06/03/2015 - 09/27/2017
SCOTTRADE, INC. (ST LOUIS MO)
BOTH
Issued 11/11/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/29/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/30/2019
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 09/06/2019
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 07/26/2019
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/03/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Siara Montgomery is the right advisor for you? Invested Better is here to help.
