Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeanna? Claim Your ProfileJeanna Loydell Montes is an investment advisor representative with Dakota Wealth, LLC. Jeanna has been in the financial services industry for over 20 years. Jeanna has experience in various financial areas including portfolio management for individuals and investment companies, financial planning and pension consulting. Jeanna has previously held positions with LPL Financial LLC, Raymond James Financial Services, Inc. and Morgan Stanley Smith Barney.
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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Outsourced investment advisory services for other advisers; tax preparation/filing
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
FL
11/01/2023 - Present
Dakota Wealth, LLC (PALM BEACH GARDENS FL)
PA
04/15/2016 - 11/01/2023
RAYMOND JAMES FINANCIAL SERVICES, INC. (Mechanicsburg PA)
PA
10/09/2012 - 04/28/2016
LPL FINANCIAL LLC (ENOLA PA)
PA
03/14/2012 - 10/10/2012
SECURITIES SERVICE NETWORK, INC. (MECHANICSBURG PA)
CA
06/01/2009 - 06/09/2010
MORGAN STANLEY SMITH BARNEY (RIVERSIDE CA)
CA
05/08/2007 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (RIVERSIDE CA)
CA
07/29/2004 - 05/25/2007
UBS FINANCIAL SERVICES INC. (RIVERSIDE CA)
CA
12/11/2003 - 06/30/2004
NATIONAL PLANNING CORPORATION (LOS ANGELES CA)
MN
10/21/2002 - 12/16/2003
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
10/21/2002 - 12/16/2003
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 12/18/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/19/2002
Series 7 - General Securities Representative Examination
Active
Inactive
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