Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alexis? Claim Your ProfileAlexis Montoya is a financial advisor with Lazard Asset Management LLC. Alexis has been in the financial services industry since 1996. Alexis is registered with the state of Texas as an Investment Advisor Representative (IAR) and a Registered Representative (RR). Alexis has a strong track record of providing financial advice to a variety of clients, including high-net-worth individuals, corporations, and investment companies.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
NY
04/21/2015 - Present
Lazard Asset Management LLC (NEW YORK NY)
NY
08/20/2014 - 04/20/2015
MORGAN STANLEY DISTRIBUTION, INC. (NEW YORK NY)
TX
05/08/2007 - 08/11/2014
RUSSELL FINANCIAL SERVICES, INC., PART OF RUSSELL INVESTMENTS (HOUSTON TX)
MA
09/07/2004 - 05/01/2007
COLUMBIA MANAGEMENT DISTRIBUTORS, INC. (BOSTON MA)
TX
05/09/1996 - 09/13/2004
VAN KAMPEN FUNDS INC. (HOUSTON TX)
BOTH
Issued 04/15/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/25/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/01/2015
Series 31 - Futures Managed Funds Examination
BC
Issued 07/03/1997
Series 7 - General Securities Representative Examination
BC
Issued 05/03/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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