Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Antonio? Claim Your ProfileAntonio Montalvo is a registered investment advisor representative with Eagle Strategies LLC. Antonio has been in the securities industry since June 1988. Antonio is registered with the state of California as an investment advisor representative and a broker. Antonio has earned Series 6, 7, 22, 24, 63 and 65 licenses. Antonio has experience working with high net worth individuals, corporations, charitable organizations, and individuals other than high net worth.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your 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.
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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CA
09/21/2021 - Present
Eagle Strategies LLC (SAN DIEGO CA)
IA
Issued 9/3/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 6/29/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 5/24/2002
Series 24 - General Securities Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 2/7/2001
Series 7 - General Securities Representative Examination
BC
Issued 11/30/1990
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 6/21/1988
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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