Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jubisa? Claim Your ProfileJubisa Montes is a financial advisor with Charles Schwab & Co., Inc. who has been in the industry since November 2015. Jubisa Montes is registered with the Securities and Exchange Commission (SEC) and holds a Series 7, Series 66, and SIE licenses. Jubisa Montes also has a current, active registration as a Registered Investment Advisor (RIA). Jubisa Montes is registered in 25 states and the District of Columbia. Jubisa Montes has experience working with insurance companies, investment companies, charitable organizations, high net worth individuals, and other investment advisors.
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.
Helps you choose top advisors aligned with your financial goals.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
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2
CA
01/08/2020 - Present
Charles Schwab & CO., Inc. (San Francisco CA)
BOTH
Issued 11/30/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/18/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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