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 Advisor Representative. Andrew has been in the financial services industry for more than 9 years. Andrew is registered with J.P. Morgan Securities LLC and has been with this firm for over 2 years. Previous employers include PFS Investments Inc. Andrew has passed the Series 6, Series 7TO, Series 63, Series 66 and Series 26 exams. Andrew also has the following registrations: California, Connecticut, Delaware, District of Columbia, Florida, Maine, Maryland, Massachusetts, New Hampshire, New Jersey, New York, North Carolina, Pennsylvania, Rhode Island, Texas, Vermont. Andrew is a co-owner of Nine-Seven Services, a real estate investment company in Jamaica, NY. Andrew also works part-time as a food delivery courier for Uber.
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.
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.
A percentage of the total value of assets under management is charged.
Fee computed based on cents-per-share-deposited-into-the-account
1
2
NY
10/25/2024 - Present
J.p. Morgan Securities LLC (NEW YORK NY)
NY
02/08/2021 - 12/05/2021
J.P. MORGAN SECURITIES LLC (LEVITTOWN NY)
NY
02/14/2019 - 02/11/2020
PFS INVESTMENTS INC. (BROOKLYN NY)
NY
06/06/2013 - 12/31/2018
PFS INVESTMENTS INC. (BROOKLYN NY)
BOTH
Issued 04/22/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/12/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/19/2013
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 03/07/2022
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/05/2013
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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