Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jessica? Claim Your ProfileJessica Montanez is a financial advisor with Alliance-ONE Investments, LLC, a registered broker-dealer. Jessica has been in the financial services industry since 2019. Jessica holds Series 63, Series 7TO, and SIE licenses and has experience at Principal Securities, Inc. and E*TRADE Securities LLC. Jessica is based in Tulsa, Oklahoma and is able to provide financial advice and services in Oklahoma.
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.
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.
1
2
OK
05/18/2023 - Present
Alliance-ONE Investments, LLC (Tulsa OK)
NA
08/15/2022 - 02/06/2023
PRINCIPAL SECURITIES, INC. (TAGUIG CITY )
NA
06/21/2019 - 10/08/2021
E*TRADE SECURITIES LLC (Makati City )
BC
Issued 07/05/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/21/2019
Series 7TO - General Securities Representative Examination
BC
Issued 06/04/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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