Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Thomas? Claim Your ProfileThomas Montz is a financial advisor with Raymond James Financial Services Advisors, Inc. Thomas has been in the financial industry since 1988 and holds Series 6, 7, and SIE licenses. Prior to joining Raymond James, Thomas worked at PNC INVESTMENTS and BBVA SECURITIES INC. Thomas provides financial planning services, portfolio management for businesses and individuals and educational seminars.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
AL
11/08/2021 - Present
Raymond James Financial Services Advisors, Inc. (Mobile AL)
AL
08/16/2021 - 11/16/2021
PNC INVESTMENTS (MOBILE AL)
AL
05/16/2013 - 08/16/2021
BBVA SECURITIES INC. (CHICKASAW AL)
AL
11/13/1989 - 05/16/2013
BBVA COMPASS INVESTMENT SOLUTIONS, INC (MOBILE AL)
NA
06/06/1988 - 09/12/1989
PAMCO SECURITIES AND INSURANCE SERVICES
BC
Issued 06/17/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/04/1992
Series 7 - General Securities Representative Examination
BC
Issued 06/03/1988
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Thomas Montz is the right advisor for you? Invested Better is here to help.
