Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Angel? Claim Your ProfileAngel Montano is a financial advisor with Charles Schwab & CO., Inc. based in Naperville, Illinois. Angel has been in the financial industry since 2001. Angel has been registered with Charles Schwab & CO., Inc. since June 2014. Angel has passed the Series 63, Series 65, Series 7 and Series 9 and Series 10 exams and is licensed in 45 states. Prior to joining Charles Schwab & CO., Inc. Angel was a financial advisor with TD AMERITRADE, INC., CHASE INVESTMENT SERVICES CORP. and STRONG INVESTMENTS, INC.. In addition to working as a financial advisor, Angel also worked as a banker for Charles Schwab Bank.
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.
Helps you choose top advisors aligned with your financial goals.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
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2
IL
06/09/2014 - Present
Charles Schwab & CO., Inc. (Naperville IL)
IL
07/15/2022 - 12/31/2023
TD AMERITRADE, INC. (Oak Brook IL)
WI
07/06/2005 - 10/12/2006
CHASE INVESTMENT SERVICES CORP. (MILWAUKEE WI)
IL
03/18/2004 - 07/06/2005
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
IL
12/19/2003 - 02/24/2004
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
WI
10/25/2000 - 09/05/2003
STRONG INVESTMENTS, INC. (MENOMONEE FALLS WI)
IA
Issued 02/15/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/31/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/26/2014
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 04/30/2014
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/24/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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