Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Timothy? Claim Your ProfileTimothy Monty is a financial advisor with over 20 years of experience in the industry. Timothy is a registered representative of LPL Financial LLC and currently holds Series 6, 7, 63, and 65 licenses. Timothy has previously worked for MetLife Securities Inc., MML Investors Services, LLC, MassMutual Life Insurance Co., and Metropolitan Life Insurance Company. Timothy is active in the financial industry and serves the needs of individuals, businesses, corporations, and pension plans. Timothy specializes in providing financial planning, portfolio management, and consulting 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.
Consulting and other non-discretionary advisory services
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
VT
02/12/2024 - Present
LPL Financial LLC (WILLISTON VT)
VT
03/25/2017 - 02/13/2024
MML INVESTORS SERVICES, LLC (COLCHESTER VT)
VT
01/29/2004 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (COLCHESTER VT)
VT
01/29/2004 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (BURLINGTON VT)
BC
Issued 05/15/2013
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 01/07/2012
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/11/2013
Series 7 - General Securities Representative Examination
BC
Issued 01/28/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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