Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Howard Leete is a financial advisor with Monte Financial Group, LLC. William has been in the industry since 2001 and has a wide range of experience in providing financial advice and services. He specializes in Financial Planning, Portfolio Management for Individuals, and Portfolio Management for Businesses. William has also been involved with charitable organizations and high-net-worth individuals. William is a Certified Financial Planner™ and has passed multiple exams, including the Uniform Combined State Law Examination (Series 66), the General Securities Principal Examination (Series 24), and the General Securities Representative Examination (Series 7). William is also a registered investment advisor representative in Connecticut.
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.
Personalized portfolio management to meet individual financial objectives.
Financial consulting
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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2
CT
03/04/2016 - Present
Monte Financial Group, LLC (GUILFORD CT)
CT
09/12/2014 - 03/09/2016
PARK AVENUE SECURITIES LLC (MADISON CT)
CT
02/04/2005 - 09/10/2014
LPL FINANCIAL LLC (NORTH BRANFORD CT)
NJ
10/03/2001 - 02/23/2005
UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)
NA
09/22/1993 - 03/17/1994
L.C. WEGARD & CO., INC.
BOTH
Issued 10/23/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/24/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/05/2005
Series 24 - General Securities Principal Examination
BC
Issued 03/09/2016
SIE - Securities Industry Essentials Examination
BC
Issued 07/27/2004
Series 31 - Futures Managed Funds Examination
BC
Issued 10/02/2001
Series 7 - General Securities Representative Examination
Active
Inactive
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