Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ovidio? Claim Your ProfileOvidio Montemayor is a financial professional with over 20 years of experience in the industry. Ovidio is currently registered with Charles Schwab & CO., Inc. and TD Ameritrade Clearing, Inc. Ovidio has experience working with TD AMERITRADE, INC., SCOTTRADE, INC., THINKORSWIM, INC., NATIONAL INVESTOR SERVICES CORP., TRADECAST SECURITIES, LTD., and AMERITRADE. Ovidio holds Series 7, 24, 52TO, 53, 55, 57TO, 63, and 99TO licenses.
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.
Helps you choose top advisors aligned with your financial goals.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
1
2
TX
01/23/2023 - Present
Charles Schwab & CO., Inc. (Westlake TX)
TX
02/05/2008 - 07/29/2024
TD AMERITRADE, INC. (Westlake TX)
MO
09/19/2017 - 10/04/2018
SCOTTRADE, INC. (ST. LOUIS MO)
IL
08/06/2009 - 05/27/2010
THINKORSWIM, INC. (CHICAGO IL)
NE
04/11/2006 - 08/02/2007
NATIONAL INVESTOR SERVICES CORP. (BELLEVUE NE)
TX
03/28/2002 - 03/03/2003
TRADECAST SECURITIES, LTD. (HOUSTON TX)
NE
01/17/2002 - 03/28/2002
AMERITRADE, INC. (OMAHA NE)
NE
09/02/1999 - 12/31/2001
AMERITRADE (BELLEVUE NE)
TX
07/21/1998 - 10/06/1998
LLOYD WADE SECURITIES INC. (DALLAS TX)
BC
Issued 07/20/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/10/2005
Series 53 - Municipal Securities Principal Examination
BC
Issued 08/17/2005
Series 24 - General Securities Principal Examination
BC
Issued 01/23/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 01/02/2023
Series 57TO - Securities Trader Exam
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/11/2006
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 07/16/1998
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe EDGX Exchange, Inc.
F
FINRA
M
MEMX LLC
N
Nasdaq Stock Market
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