Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jaclyn? Claim Your ProfileJaclyn Alison Montoya is a financial advisor at Osaic Wealth, Inc. located in Windsor, CO. Jaclyn has been in the industry since July 13, 2008, and holds the Series 6, 62, 63, 22, and SIE licenses. Jaclyn is registered to provide investment advisory and brokerage services in 18 states, including Alaska, Arizona, California, Colorado, Florida, Idaho, Kansas, Nebraska, New Mexico, New York, North Carolina, South Carolina, South Dakota, Texas, Vermont, Washington, and Wyoming. Jaclyn specializes in providing financial planning, pension consulting, and portfolio management for individuals and businesses.
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.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
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.
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2
CO
01/19/2024 - Present
Osaic Wealth, Inc. (WINDSOR CO)
CO
03/01/2019 - 01/19/2024
WOODBURY FINANCIAL SERVICES, INC. (WINDSOR CO)
CO
07/14/2008 - 03/01/2019
QUESTAR CAPITAL CORPORATION (GREELEY CO)
IA
Issued 04/11/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/14/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/14/2011
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 02/11/2011
Series 62 - Corporate Securities Limited Representative Examination
BC
Issued 07/10/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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