Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Montana? Claim Your ProfileMontana Ricks is a financial advisor with Starwood Capital, LLC. Montana is registered with FINRA and holds Series 66, SIE and Series 7 licenses. Montana has 5 years of experience in the financial industry and is registered to provide investment advice in 10 states. Montana previously worked at T. Rowe Price Investment Services, Inc. and Merrill Lynch, Pierce, Fenner & Smith Incorporated.
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.
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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VA
01/25/2022 - Present
Starwood Capital, LLC (Arlington VA)
MD
03/12/2019 - 11/10/2021
T. ROWE PRICE INVESTMENT SERVICES, INC. (OWINGS MILLS MD)
MD
09/25/2017 - 02/15/2019
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (HUNT VALLEY MD)
BOTH
Issued 11/27/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/25/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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