Mark Monteiro, CFP®

Wealth Advisor at ProEast Asset Management, LLC
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Contact Information
us****@****om
(386) 825-5501
Location
Stratford, Connecticut, United States, US
Languages
  • English Native or bilingual proficiency
  • Spanish Professional working proficiency
  • Portuguese Professional working proficiency

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Credentials

  • CERTIFIED FINANCIAL PLANNER™ Professional
    CFP Board
    Aug, 2022
    - Nov, 2024
  • FINRA Series 66
    FINRA
    May, 2019
    - Nov, 2024
  • FINRA Series 7
    FINRA
    Apr, 2019
    - Nov, 2024
  • Certified Insurance Consultant License (Life & Health), Individual
    Connecticut Insurance Department
    Oct, 2017
    - Nov, 2024

Experience

  • ProEast Asset Management, LLC
    • United States
    • Financial Services
    • 1 - 100 Employee
    • Wealth Advisor
      • Feb 2023 - Present

      Securities and advisory services offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC For hyperlinks to FINRA and SIPC, please refer to the 'Contact Info' section above. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.​ Show less

  • Securities America Inc.
    • United States
    • Financial Services
    • 300 - 400 Employee
    • Financial Advisor
      • Sep 2020 - Feb 2023

  • LPL Financial
    • United States
    • Financial Services
    • 700 & Above Employee
    • Financial Advisor
      • Feb 2018 - Aug 2020

  • New York Life Insurance Company
    • United States
    • Financial Services
    • 700 & Above Employee
    • Intern
      • Aug 2017 - Feb 2018

      Agent licensed to sell insurance through New York Life Insurance Company. Agent licensed to sell insurance through New York Life Insurance Company.

Education

  • Southern Connecticut State University
    Bachelor of Science, Business Management
    2013 - 2018
  • SHELTON HIGH SCHOOL PTSO INC
    2011 - 2013

Community

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