Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Tyler Montell is an investment advisor representative with Meridian Wealth Management, LLC. William has been in the industry since 2013 and has been registered with Meridian Wealth Management, LLC since 2017. William has passed the Series 66, Series 65, Series 7, and SIE exams. William is registered with the state of Kentucky. William's previous employers include Summit Brokerage Services, Inc. and Royal Alliance Associates, Inc. In addition to working at Meridian Wealth Management, LLC, William is also a managing member of Spalding Smails Consulting LLC.
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.
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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KY
08/30/2017 - Present
Meridian Wealth Management, LLC (LEXINGTON KY)
KY
03/03/2014 - 02/17/2015
SUMMIT BROKERAGE SERVICES, INC. (LEXINGTON KY)
KY
03/15/2013 - 02/07/2014
ROYAL ALLIANCE ASSOCIATES, INC. (SHELBYVILLE KY)
IA
Issued 08/30/2017
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 03/25/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/17/2015
SIE - Securities Industry Essentials Examination
BC
Issued 03/14/2013
Series 7 - General Securities Representative Examination
Active
Inactive
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