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Leon Edward Montana

Quattro M Securities Inc.

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About Leon Edward Montana

Leon Edward Montana is an active Registered Representative with Quattro M Securities Inc. Leon joined Quattro M Securities Inc. on May 12, 2011. Previously, Leon was with JEFFERIES EXECUTION SERVICES, INC. in New York, NY. Leon has a total of 7 years in the securities industry. Leon holds Series 7, Series 25, Series 55, Series 57TO and SIE licenses. Leon is licensed in Connecticut, New York and Texas.

Firm Information

Leon Montana is currently registered with Quattro M Securities Inc.. Quattro M Securities Inc. is a Corporation, formed on December 7, 1994. The firm has been approved by the SEC and is registered in 15 states: Arizona, California, Colorado, Connecticut, Delaware, Florida, Georgia, Illinois, Indiana, Massachusetts, New Jersey, New York, Pennsylvania, South Carolina, and Texas. The firm has been involved in two Regulatory Events.

Not reported

Assets Under Management

Not reported

Total Clients

12

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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Leon Montana’s Registration & Firm History

NY

05/12/2011 - Present

Quattro M Securities Inc. (NEW YORK NY)

NY

06/27/2007 - 05/13/2011

JEFFERIES EXECUTION SERVICES, INC. (NEW YORK NY)

NY

10/09/2006 - 06/27/2007

MONACO BROKERAGE CORPORATION (MT. KISCO NY)

NY

07/11/2005 - 11/06/2006

FAGENSON & CO., INC. (NEW YORK NY)

NY

11/18/2003 - 10/09/2006

RAVEN SECURITIES CORP. (NEW YORK NY)

IL

03/03/2003 - 11/19/2003

ASSENT LLC (BOLINGBROOK IL)

NY

01/16/2002 - 03/03/2003

ANDOVER BROKERAGE, L.L.C. (MONTEBELLO NY)

NJ

11/28/1995 - 01/11/2002

PERSHING TRADING COMPANY, L.P. (JERSEY CITY NJ)

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Licenses & Designations

BC

Issued 02/20/2002

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/02/2023

Series 57TO - Securities Trader Exam

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/06/2004

Series 25 - NYSE Trading Assistant Examination

BC

Issued 02/29/2000

Series 55 - Limited Representative-Equity Trader Exam

BC

Issued 11/27/1995

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

NYSE American LLC

N

New York Stock Exchange

Disclosures

There are 9 public disclosures for Leon Edward Montana. Review regulatory record here.
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