Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jose-luis? Claim Your ProfileJose-luis Montiel is a financial advisor with Principal Advised Services, a Registered Investment Advisor with the SEC, and a broker-dealer registered with FINRA. Jose-luis is licensed to provide financial advice and securities brokerage services in 40 states and the District of Columbia. Jose-luis has been working in the financial services industry since January 2008 and has a diverse range of experience. Jose-luis is committed to providing clients with personalized advice and customized financial solutions.
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.
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.
A percentage of the total value of assets under management is charged.
1
2
CO
04/05/2024 - Present
Principal Advised Services (Denver CO)
FL
02/21/2007 - 06/18/2009
PRINCOR FINANCIAL SERVICES CORPORATION (PALM BEACH GARDENS FL)
MN
09/09/2005 - 11/25/2005
AMERIPRISE FINANCIAL SERVICES, INC. (MINNEAPOLIS MN)
MN
09/09/2005 - 11/25/2005
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 08/23/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/01/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Jose-luis Montiel is the right advisor for you? Invested Better is here to help.
