Janet J Montgomery CFP®, CWS®
Registered Representative with First Allied Securities, Inc at First Allied Securities- Claim this Profile
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Bio
Credentials
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Certified Financial Planner®
CFP Board of Standards -
Certified Wealth Strategist®
Cannon Financial Institute
Experience
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First Allied Securities, Inc.
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Financial Services
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100 - 200 Employee
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Registered Representative with First Allied Securities, Inc
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Jun 2008 - Present
Doing Business as: "Stewardship Wealth" Registered Representative offering Securities through First Allied Securities, Inc A Registered Broker/Dealer - Member FINRA/SIPC www.finra.org www.sipc.org Investment Advisor Representative offering Services through First Allied Advisory Services, Inc. Doing Business as: "Stewardship Wealth" Registered Representative offering Securities through First Allied Securities, Inc A Registered Broker/Dealer - Member FINRA/SIPC www.finra.org www.sipc.org Investment Advisor Representative offering Services through First Allied Advisory Services, Inc.
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Principle / Director
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Aug 1984 - May 2012
My responsibilities included oversight of the Employee Retirement Plan, Company Insurance Plans, Financial Reporting Review, and attending all Board Meetings and other matters of management. My responsibilities included oversight of the Employee Retirement Plan, Company Insurance Plans, Financial Reporting Review, and attending all Board Meetings and other matters of management.
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FFP Securities, Inc.
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Houston, Texas Area
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Certified Financial Planner Professional
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Oct 2003 - Jun 2008
First Allied Securities, Inc. acquired FFP Securities, Inc in June 2008 First Allied Securities, Inc. acquired FFP Securities, Inc in June 2008
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Education
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1980 - 1984
College of Financial Planning, Denver, CO
CFP, Financial Planning, Insurance & Risk Management, Taxes, Investments, Estates and Trusts
Community
