Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Candace? Claim Your ProfileCandace Montoya is a financial advisor with over 10 years of experience in the industry. Candace is registered to provide investment advice in Colorado and Texas. Candace is a registered representative of J.P. Morgan Securities LLC. Candace has worked for J.P. Morgan Securities LLC, Chase Investment Services Corp., and Zumba Fitness. Candace holds the Series 6, 7TO, and SIE licenses as well as the Uniform Combined State Law Examination (Series 66). Candace is a licensed agent with the firm and has been employed by J.P. Morgan Securities LLC since 2012.
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
CO
08/26/2024 - Present
J.p. Morgan Securities LLC (DENVER CO)
CO
10/01/2012 - 09/27/2022
J.P. MORGAN SECURITIES LLC (EDGEWATER CO)
CO
05/09/2011 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (DENVER CO)
BOTH
Issued 04/08/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/04/2021
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/06/2011
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
M
MIAX PEARL, LLC
M
MIAX Sapphire
M
Miami International Securities Exchange, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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