Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Irma? Claim Your ProfileIrma Montes is a registered representative with Park Avenue Securities LLC and is currently based in Atlanta, Georgia. Irma has been active in the financial industry since April 2024 and holds Series 7TO and SIE licenses. Irma Montes is currently registered with FINRA and holds an active registration with the firm. Irma Montes has a total of 2 product exams on record.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your 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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
1
2
GA
04/30/2024 - Present
Park Avenue Securities LLC (ATLANTA GA)
BC
Issued 04/30/2024
Series 7TO - General Securities Representative Examination
BC
Issued 06/08/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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