Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Montemayor is a financial professional with over 6 years of experience in the financial services industry. Michael is currently registered with Russell Investments and has held previous positions with AIG Capital Services, INC. and Sunamerica. Michael holds multiple licenses and designations, including Series 6, 7, 63, and 66 licenses, as well as the Certified Financial Planner designation. Michael specializes in working with individuals, businesses, investment companies, and pooled investment vehicles. Michael's areas of expertise include portfolio management, pension consulting, and selection of other advisors. Michael's goal is to help clients achieve their financial goals through personalized investment strategies.
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.
Guidance on pension options to ensure a secure financial future.
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.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
% of revenue/intracompany agrmts and % of assets/advsmt
1
2
TX
01/05/2017 - Present
Russell Investments (Grapevine TX)
CA
07/08/2014 - 11/01/2016
AIG CAPITAL SERVICES, INC. (WOODLAND HILLS CA)
BOTH
Issued 01/03/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/22/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/30/2016
Series 7 - General Securities Representative Examination
BC
Issued 07/08/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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