Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Eduardo? Claim Your ProfileEduardo Montana is a financial advisor with PFS Investments Inc., with a focus on providing investment advice to individuals. Eduardo has been in the industry since February 28, 2001. Eduardo holds Series 6, Series 63 and SIE licenses. Eduardo is registered with the state of Texas. Eduardo is located in Austin, Texas.
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.
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.
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2
TX
03/01/2001 - Present
PFS Investments Inc. (AUSTIN TX)
BC
Issued 03/15/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/28/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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