Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ricardo? Claim Your ProfileRicardo Montejano is an investment advisor representative with Kestra Private Wealth Services, LLC. Ricardo has been in the industry since June 19, 1984 and is registered with the state of Montana, as well as other states. Ricardo offers financial planning, pension consulting, and portfolio management for businesses and individuals. The firm is also registered with the state of Montana.
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.
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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2
MT
04/30/2012 - Present
Kestra Private Wealth Services, LLC (CLINTON MT)
CA
09/28/2012 - 03/05/2014
LPL FINANCIAL LLC (WOODLAND HILLS CA)
CA
05/07/2012 - 09/28/2012
SPIRE SECURITIES, LLC (WOODLAND HILLS CA)
CA
04/27/2007 - 05/01/2012
WELLS FARGO ADVISORS, LLC (WOODLAND HILLS CA)
CA
11/03/2000 - 05/08/2007
CITIGROUP GLOBAL MARKETS INC. (WOODLAND HILLS CA)
NY
06/20/1984 - 11/09/2000
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
BOTH
Issued 12/11/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/27/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/05/2003
Series 31 - Futures Managed Funds Examination
BC
Issued 06/16/1984
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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