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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Maria? Claim Your ProfileMaria Teresa Montanez is a registered investment advisor representative with Morgan Stanley. Maria has over 35 years of experience in the financial services industry. Maria is a licensed investment advisor in multiple states, including Texas, Washington, D.C., and others. Prior to joining Morgan Stanley, Maria held positions at Citigroup Global Markets Inc. and UBS Financial Services Inc. Maria's expertise includes providing asset allocation advice, financial planning, pension consulting, and portfolio management for individuals, businesses, and investment companies. Maria is also involved in educational seminars for clients.
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.
Guidance on pension options to ensure a secure financial future.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
DC
04/08/2020 - Present
Morgan Stanley (Washington DC)
DC
06/08/2007 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (WASHINGTON DC)
DC
01/05/1996 - 06/18/2007
UBS FINANCIAL SERVICES INC. (WASHINGTON DC)
NY
02/21/1985 - 01/05/1996
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
IA
Issued 05/10/1993
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/05/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/16/1985
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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