Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Tony? Claim Your ProfileTony Montini is a financial advisor with Park Avenue Securities LLC. Tony has been in the industry since 2005 and is registered with 30 states. Tony is also a registered Investment Advisor Representative in 28 states. Tony works with a variety of clients including individuals, high-net-worth individuals, corporations, charitable organizations, and pension and profit-sharing plans. Tony offers a range of services including financial planning, portfolio management for individuals and selection of other advisors.
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.
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NC
08/09/2022 - Present
Park Avenue Securities LLC (CHARLOTTE NC)
NC
02/22/2010 - 01/31/2012
MML INVESTORS SERVICES, LLC (CHARLOTTE NC)
NC
04/07/2009 - 02/04/2010
AMERIPRISE FINANCIAL SERVICES, INC. (CHARLOTTE NC)
NC
09/26/2006 - 04/24/2009
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CHARLOTTE NC)
NY
07/18/2005 - 06/07/2006
MORGAN STANLEY DW INC. (PURCHASE NY)
FL
09/10/2004 - 06/01/2005
LEGEND EQUITIES CORPORATION (PALM BEACH GARDENS FL)
IA
Issued 08/23/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/13/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/30/2005
Series 31 - Futures Managed Funds Examination
BC
Issued 08/03/2005
Series 7 - General Securities Representative Examination
BC
Issued 09/09/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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