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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alexander? Claim Your ProfileAlexander Montanez is a financial advisor at Empower Advisory Group, LLC. Alexander has been working in the financial services industry since April 2014. Prior to joining Empower Advisory Group, LLC, Alexander worked for J.P. Morgan Institutional Investments Inc. in Overland Park, Kansas. Alexander is a registered representative with FINRA and holds the Series 6, 7, 63, and 66 licenses. Alexander is also registered with the state of Kansas as an investment advisor representative. Alexander specializes in providing financial advice to individuals, high-net-worth individuals, charitable organizations, pension and profit-sharing plans, corporations or other businesses, and state or municipal government entities.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
1
2
CO
04/07/2021 - Present
Empower Advisory Group, LLC (GREENWOOD VILLAGE CO)
KS
04/30/2014 - 09/02/2014
J.P. MORGAN INSTITUTIONAL INVESTMENTS INC. (OVERLAND PARK KS)
BOTH
Issued 01/02/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/04/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/21/2018
Series 7 - General Securities Representative Examination
BC
Issued 04/29/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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