Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Rafael? Claim Your ProfileRafael Montilla is a financial advisor with over 14 years of experience in the financial services industry. Rafael is currently registered with J.P. Morgan Securities LLC, a large firm with over $50 billion in assets under management. Rafael's previous experience includes roles at Citigroup Global Markets Inc., Merrill Lynch, Pierce, Fenner & Smith Incorporated, and Wells Fargo Advisors, LLC. Rafael holds Series 6, 7, 63, and 65 licenses as well as the SIE exam. Rafael's areas of specialization include investments, financial planning, retirement planning, and estate planning.
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.
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.
A percentage of the total value of assets under management is charged.
Fee computed based on cents-per-share-deposited-into-the-account
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2
FL
04/16/2024 - Present
J.p. Morgan Securities LLC (MIAMI FL)
FL
08/24/2022 - 01/31/2024
CITI PRIVATE ALTERNATIVES, LLC (MIAMI FL)
FL
08/24/2022 - 01/31/2024
CITIGROUP GLOBAL MARKETS INC. (MIAMI FL)
FL
04/19/2016 - 08/30/2022
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (ORLANDO FL)
FL
04/29/2014 - 04/19/2016
CITIGROUP GLOBAL MARKETS INC. (CORAL GABLES FL)
FL
02/12/2013 - 03/26/2014
BB&T INVESTMENT SERVICES, INC. (MIAMI FL)
FL
09/12/2012 - 02/12/2013
WELLS FARGO ADVISORS, LLC (CORAL GABLES FL)
FL
06/13/2011 - 08/29/2012
MORGAN KEEGAN & COMPANY, INC. (CORAL GABLES FL)
FL
04/20/2010 - 06/10/2011
LPL FINANCIAL LLC (CORAL GABLES FL)
FL
10/01/2009 - 03/11/2010
AMTRUST INVESTMENT SERVICES, INC. (CORAL GABLES FL)
IA
Issued 11/16/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/31/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/12/2011
Series 7 - General Securities Representative Examination
BC
Issued 09/30/2009
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
M
MIAX PEARL, LLC
M
Miami International Securities Exchange, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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