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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian Anthony Montanez is an Investment Advisor Representative associated with Multnomah Group, Inc.. Brian has been in the industry since 1999 and has experience with CitiStreet Advisors LLC, CitiStreet Equities LLC, Invesmart Securities, LLC, RFS Partners, and Interfirst Capital Corporation. Brian has a Series 63, Series 66, and Series 7 license and has expertise in Portfolio Management for Businesses and Individuals, Financial Planning, Pension Consulting, Educational Seminars, and Selection of Other Advisers.
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.
A percentage of the total value of assets under management is charged.
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2
CA
08/29/2007 - Present
Multnomah Group, Inc. (Orinda CA)
CT
09/01/2006 - 07/30/2007
CITISTREET ADVISORS LLC (WINDSOR CT)
NJ
08/15/2005 - 09/01/2006
CITISTREET EQUITIES LLC (SOMERSET NJ)
PA
09/28/2001 - 07/22/2005
INVESMART SECURITIES, LLC (PITTSBURGH PA)
CO
03/16/1999 - 09/25/2001
RFS PARTNERS (DENVER CO)
CA
02/24/1999 - 03/18/1999
INTERFIRST CAPITAL CORPORATION (LOS ANGELES CA)
BOTH
Issued 01/29/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/26/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/04/2000
Series 24 - General Securities Principal Examination
BC
Issued 02/23/1999
Series 7 - General Securities Representative Examination
Active
Inactive
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