Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Montoya? Claim Your ProfileMontoya Preshana Washington is a financial professional with PFS Investments Inc. Montoya has been in the financial industry since 2019 and is licensed in 11 states, including California, Florida, Georgia, and Texas. Montoya specializes in providing investment advice and portfolio management for individuals. Montoya holds Series 63, Series 26, and Series 6TO licenses and has passed the SIE exam. Montoya's branch office is located at 1855 CHICAGO AVE, STE B-1 in RIVERSIDE, CA.
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.
Personalized portfolio management to meet individual financial objectives.
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.
A percentage of the total value of assets under management is charged.
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CA
04/20/2019 - Present
PFS Investments Inc. (RIVERSIDE CA)
BC
Issued 05/06/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/07/2019
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 04/19/2019
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 03/04/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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