Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Monty? Claim Your ProfileMonty Touzalin is a financial professional with over 30 years of experience in the industry. Monty is currently registered with Cowen AND Co. and is located in Summit, NJ. Monty has a strong track record of success in the financial services industry and has held various positions at firms such as COWEN EXECUTION SERVICES LLC, BLUESTONE CAPITAL PARTNERS, L.P., TD WATERHOUSE INVESTOR SERVICES, INC., and HIBBARD BROWN & CO., INC. Monty has a wide range of knowledge and experience in the financial services industry.
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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2
NJ
04/27/2020 - Present
Cowen AND Co. (Summit NJ)
NY
09/25/2000 - 07/21/2020
COWEN EXECUTION SERVICES LLC (NEW YORK NY)
NY
10/13/1999 - 09/25/2000
BLUESTONE CAPITAL PARTNERS, L.P. (NEW YORK NY)
NE
06/22/1993 - 10/06/1999
TD WATERHOUSE INVESTOR SERVICES, INC. (OMAHA NE)
NY
11/10/1992 - 04/02/1993
HIBBARD BROWN & CO., INC. (NEW YORK NY)
BC
Issued 11/13/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 09/11/2000
Series 4 - Registered Options Principal Examination
BC
Issued 06/01/2000
Series 24 - General Securities Principal Examination
BC
Issued 04/15/1996
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/02/1992
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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