Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Cesar? Claim Your ProfileCesar Ignacio Rodriguez montiel is a registered representative of Alliance-ONE Investments, LLC. Cesar has been in the securities industry since January 24, 2021 and has held previous positions at TD PRIVATE CLIENT WEALTH LLC and TRINITY WEALTH SECURITIES, L.L.C. Cesar holds the following licenses: Series 63, Series 65, Series 6TO, and SIE. Cesar is currently registered with Alliance-ONE Investments, 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.
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.
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2
OK
09/05/2023 - Present
Alliance-ONE Investments, LLC (Tulsa OK)
NY
05/26/2022 - 07/17/2023
TD PRIVATE CLIENT WEALTH LLC (NEW YORK NY)
FL
12/11/2020 - 04/14/2022
TRINITY WEALTH SECURITIES, L.L.C. (Orlando FL)
BC
Issued 05/25/2024
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 10/10/2020
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/11/2020
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 07/15/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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