Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Beatriz? Claim Your ProfileBeatriz Montesino is a registered representative with UBS Financial Services Inc. in Weehawken, New Jersey. She is a licensed Securities Agent with the State of New Jersey and holds the Series 6, SIE and Series 99TO licenses. Beatriz has been in the industry since 2009 and has previous experience with firms such as Chase Investment Services Corp. and J.P. Morgan Securities LLC.
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
See schedule d - miscellaneous
1
2
NJ
09/29/2017 - Present
UBS Financial Services Inc. (WEEHAWKEN NJ)
NY
04/29/2015 - 01/26/2016
J.P. MORGAN CLEARING CORP. (BROOKLYN NY)
NY
04/29/2015 - 01/26/2016
J.P. MORGAN SECURITIES LLC (NEW YORK NY)
NJ
10/01/2012 - 04/29/2013
J.P. MORGAN SECURITIES LLC (WAYNE NJ)
NJ
07/27/2012 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (WAYNE NJ)
NJ
03/04/2009 - 04/29/2011
CHASE INVESTMENT SERVICES CORP. (HACKENSACK NJ)
BC
Issued 03/20/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/03/2009
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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