Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Andrew? Claim Your ProfileAndrew Montero is an investment professional with over 7 years of experience in the financial services industry. Andrew has a Series 6, Series 26, and Series 63 license and is registered to sell securities in Connecticut, Florida, New Jersey, and New York. Andrew is currently employed by PFS Investments Inc. and is based out of their Hauppauge, NY office.
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.
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.
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2
NY
04/17/2012 - Present
PFS Investments Inc. (HAUPPAUGE NY)
BC
Issued 06/04/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/03/2013
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/16/2012
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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