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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Johnny? Claim Your ProfileJohnny Montoya is an investment advisor representative with Fidelity Personal and Workplace Advisors. Johnny has been in the securities industry for over 15 years and has a strong track record of success in helping clients achieve their financial goals. Johnny is a registered representative with the Financial Industry Regulatory Authority (FINRA) and is licensed to sell securities in Arizona, California, Florida, Nevada, New Mexico, and Pennsylvania.
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.
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
CA
04/20/2023 - Present
Fidelity Personal AND Workplace Advisors (SAN DIEGO CA)
NM
06/08/2022 - 03/06/2023
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (ALBUQUERQUE NM)
NM
08/26/2020 - 04/04/2022
FIDELITY BROKERAGE SERVICES LLC (ALBUQUERQUE NM)
NM
08/29/2017 - 07/14/2020
NATIONAL FINANCIAL SERVICES LLC (ALBUQUERQUE NM)
NM
03/31/2016 - 05/24/2017
FIDELITY BROKERAGE SERVICES LLC (ALBUQUERQUE NM)
BOTH
Issued 06/27/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/04/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/24/2017
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/31/2016
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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