Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Santo? Claim Your ProfileSanto Montalbano is a financial advisor with J. W. Cole Advisors, Inc. Santo has been in the industry since 1998 and holds licenses for both Broker-Dealer and Investment Advisor. Santo has a broad range of experience and can help individuals, families, and businesses with financial planning and investment management. Santo is also a managing partner at JWC Wealth Management. Santo is registered in 33 states and holds several industry designations.
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.
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.
Hourly & fixed rate consulting
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
FL
07/29/2020 - Present
J. W. Cole Advisors, Inc. (TAMPA FL)
FL
03/14/2016 - 07/27/2020
AMERIPRISE FINANCIAL SERVICES, LLC (TAMPA FL)
PA
01/08/2015 - 03/01/2016
FS2 CAPITAL PARTNERS, LLC (PHILADELPHIA PA)
AZ
05/13/2014 - 12/18/2014
COLE CAPITAL CORPORATION (PHOENIX AZ)
TX
01/20/2009 - 04/23/2014
HINES SECURITIES, INC. (HOUSTON TX)
MO
05/07/2004 - 12/31/2008
AMERICAN CENTURY INVESTMENT SERVICES INC. (KANSAS CITY MO)
NY
02/10/1998 - 05/05/2004
DREYFUS SERVICE CORPORATION (NEW YORK NY)
IA
Issued 05/13/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/19/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/29/2016
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/10/2002
Series 7 - General Securities Representative Examination
BC
Issued 02/09/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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