Unclaimed
Ryan Montoya is a financial professional registered in 53 states, the District of Columbia, Puerto Rico and the Virgin Islands. Ryan is registered with Fidelity Brokerage Services LLC and holds Series 7, Series 63 and Series 65 licenses. Ryan began his career in the financial services industry on February 22, 2022.
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.
1
2
UT
02/23/2022 - Present
Fidelity Brokerage Services LLC (SALT LAKE CITY UT)
IA
Issued 05/17/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/07/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/23/2022
Series 7TO - General Securities Representative Examination
BC
Issued 07/28/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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