Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Charles? Claim Your ProfileCharles Alexander Montano is a financial advisor with over 25 years of experience in the industry. Charles is currently registered with Vanguard Marketing Corp. His previous experience includes AXA Advisors, LLC, Charles Schwab & Co., Inc., and T. Rowe Price Investment Services, Inc. Charles is licensed to provide financial advice in Arizona.
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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AZ
10/03/2002 - Present
Vanguard Marketing Corp. (SCOTTSDALE AZ)
NY
08/17/2001 - 10/16/2002
AXA ADVISORS, LLC (NEW YORK NY)
TX
07/12/2000 - 07/05/2001
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
MD
06/30/1997 - 04/04/2000
T. ROWE PRICE INVESTMENT SERVICES, INC. (BALTIMORE MD)
BC
Issued 07/09/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/02/1998
Series 7 - General Securities Representative Examination
BC
Issued 06/27/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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