Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Abel? Claim Your ProfileAbel Montanez is a financial advisor who has been in the industry since 2002. Abel is currently registered with City National Securities, Inc. in California. Abel has previously been registered with Wells Fargo Clearing Services, LLC, Wells Fargo Investments, LLC, Citigroup Global Markets Inc., Citicorp Investment Services, and Banc of America Investment Services, Inc. Abel has a Series 7, Series 24, Series 63, and Series 66 license. Abel specializes in providing financial advice to high-net-worth individuals, individuals other than high-net-worth, corporations or other businesses, pension and profit-sharing plans, and charitable organizations.
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.
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.
A percentage of the total value of assets under management is charged.
Mutual fund fees, broker fees & transaction fees
1
2
CA
06/22/2021 - Present
City National Securities, Inc. (LOS ANGELES CA)
CA
01/03/2011 - 05/26/2021
WELLS FARGO CLEARING SERVICES, LLC (LOS ANGELES CA)
CA
12/20/2007 - 01/03/2011
WELLS FARGO INVESTMENTS, LLC (PASADENA CA)
CA
05/29/2007 - 12/13/2007
CITIGROUP GLOBAL MARKETS INC. (BEVERLY HILLS CA)
CA
08/05/2004 - 05/29/2007
CITICORP INVESTMENT SERVICES (BEVERLY HILLS CA)
MA
01/30/2003 - 06/03/2004
BANC OF AMERICA INVESTMENT SERVICES, INC. (BOSTON MA)
MA
01/10/2002 - 12/16/2002
BANC OF AMERICA INVESTMENT SERVICES, INC. (BOSTON MA)
BOTH
Issued 12/18/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/07/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/20/2016
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/09/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Abel Montanez is the right advisor for you? Invested Better is here to help.
