Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nohemy? Claim Your ProfileNohemy Yolanda Montes is a financial professional with over 18 years of experience in the financial services industry. Nohemy is registered with Cetera Investment Advisers LLC and holds Series 7 and 66 licenses. Nohemy specializes in providing financial planning, portfolio management, and insurance services to individuals, businesses, and charitable organizations. Nohemy previously worked at New England Securities and Montes Real Estate Group LLC. Nohemy is committed to providing her clients with personalized financial advice and guidance to help them achieve their financial goals.
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.
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.
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CO
03/21/2024 - Present
Cetera Investment Advisers LLC (COLORADO SPRINGS CO)
CO
05/17/2005 - 08/16/2013
NEW ENGLAND SECURITIES (COLORADO SPRINGS CO)
BOTH
Issued 05/29/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/19/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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