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Edgar Montenegro

Pruco Securities, LLC

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About Edgar Montenegro

Edgar Montenegro is a financial professional with over 12 years of experience in the industry. Edgar Montenegro is registered with Pruco Securities, LLC. Edgar Montenegro's previous experience includes working with MML INVESTORS SERVICES, LLC, PARK AVENUE SECURITIES LLC, DAVID LERNER ASSOCIATES, INC., and WORLD GROUP SECURITIES, INC. Edgar Montenegro holds licenses including Series 6, Series 7 and Series 63.

Firm Information

Edgar Montenegro is currently registered with Pruco Securities, LLC. Pruco Securities, LLC is a Limited Liability Company formed in 2003 and headquartered in Newark, NJ. The firm provides investment advisory services including selection of other advisers. They primarily serve high-net-worth individuals, individuals other than high-net-worth, corporations or other businesses, and trust and estate accounts. Pruco Securities, LLC is registered with the SEC and all 50 states and has over 113,000 accounts under management.
Pruco Securities, LLC

751 BROAD STREET

NEWARK, NJ 07102-3777

$16.38B

Assets Under Management

2,286

Total Clients

3,605

Total Financial Advisors

Services Offered

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.

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selection of other advisors

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Fee Structure

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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other

Compensation from lpl enterprise, llc

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Edgar Montenegro’s Registration & Firm History

NY

03/28/2023 - Present

Pruco Securities, LLC (Forest Hills NY)

NY

03/19/2018 - 03/28/2023

MML INVESTORS SERVICES, LLC (Melville NY)

NY

06/14/2011 - 03/30/2016

PARK AVENUE SECURITIES LLC (JERICHO NY)

NY

01/09/2009 - 05/31/2011

DAVID LERNER ASSOCIATES, INC. (WHITE PLAINS NY)

NY

11/03/2008 - 11/03/2008

WORLD GROUP SECURITIES, INC. (NEW ROCHELLE NY)

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Licenses & Designations

BC

Issued 08/26/2008

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/08/2009

Series 7 - General Securities Representative Examination

BC

Issued 11/01/2008

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are 4 public disclosures for Edgar Montenegro. Review regulatory record here.
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