Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Amy? Claim Your ProfileAmy Montiel is a financial advisor at Capital Analysts. Amy has been a financial advisor for more than a decade. Amy holds the Series 7TO, Series 66, and SIE licenses, and is registered in Arizona, California, Colorado, Oregon, and Virginia. Amy provides financial planning services, portfolio management services, and selection of other advisors to individuals, families, and businesses.
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.
Guidance on pension options to ensure a secure financial future.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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AZ
08/07/2023 - Present
Capital Analysts (Tucson AZ)
BOTH
Issued 07/26/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/13/2023
Series 7TO - General Securities Representative Examination
BC
Issued 04/21/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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