Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Carlos? Claim Your ProfileCarlos Daniel Diaz montoya is an investment advisor representative at Beacon Pointe Advisors, LLC. Carlos has been in the financial services industry since 2024 and holds the Series 63 and 65 licenses. Carlos has worked at both Beacon Pointe Advisors, LLC and Beacon Pointe Insurance Services, LLC since April 2024. Carlos provides a range of financial planning and investment advisory services to individual clients, businesses, corporations, pooled investment vehicles, investment companies, insurance companies, pension and profit-sharing plans, charitable organizations, and high-net-worth individuals. Carlos has a Bachelor of Science degree in Human Resource Management from Southern Oregon University and has also worked in various roles at TJMaxx, Blue Beacon Truck Wash, Dig It Denver, King Soopers Dillon Companies, Eaglecrest High School, and Listo Tax Solutions.
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.
Strategic management for diversified investment portfolios.
Consulting services
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
10/08/2024 - Present
Beacon Pointe Advisors, LLC (NEWPORT BEACH CA)
Active
Inactive
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