Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Martin? Claim Your ProfileMartin Adolfo Montana is a financial professional with over 20 years of experience in the industry. Martin is currently registered with MML Investors Services, LLC and is licensed in California and Florida. Martin holds several industry licenses, including the Series 7, 24, 51, 66 and SIE examinations. Martin has worked with Ameriprise Financial Services, LLC, New England Securities, ING Financial Partners, Inc. and IDS Life Insurance Company in the past. Martin specializes in providing financial planning services to individuals, businesses, and trusts. Martin is also an actor and comedian.
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.
Asset allocation programs
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.
Solicitors fees
1
2
FL
04/11/2024 - Present
MML Investors Services, LLC (TAMPA FL)
MN
04/30/2023 - 02/29/2024
AMERIPRISE FINANCIAL SERVICES, LLC (MINNEAPOLIS MN)
NY
01/19/2011 - 07/25/2013
MML INVESTORS SERVICES, LLC (NEW YORK NY)
MA
04/18/2008 - 01/16/2009
NEW ENGLAND SECURITIES (WALTHAM MA)
MA
06/04/2007 - 03/31/2008
ING FINANCIAL PARTNERS, INC. (S EASTON MA)
CA
10/25/2001 - 04/02/2007
AMERIPRISE FINANCIAL SERVICES, INC. (SAN DIEGO CA)
MN
10/25/2001 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 6/9/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 9/12/2023
Series 24 - General Securities Principal Examination
BC
Issued 10/3/2006
Series 4 - Registered Options Principal Examination
BC
Issued 1/30/2004
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 4/29/2023
Series 7TO - General Securities Representative Examination
BC
Issued 3/13/2023
SIE - Securities Industry Essentials Examination
BC
Issued 10/24/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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