Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Shaun? Claim Your ProfileShaun Montoya is a financial professional with over 7 years of experience in the industry. Shaun is currently registered with Drivewealth, LLC, and has previously worked with Development Corporation for Israel, AEGIS CAPITAL CORP., Alexander Capital, L.P., and Reid & Rudiger LLC. Shaun has passed both Series 7 and Series 63 exams and holds an active registration in New Jersey and New York.
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.
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2
NY
05/25/2023 - Present
Drivewealth, LLC (New York NY)
NY
10/07/2016 - 05/18/2023
DEVELOPMENT CORPORATION FOR ISRAEL (NEW YORK NY)
NY
06/01/2015 - 07/16/2015
AEGIS CAPITAL CORP. (NEW YORK NY)
NJ
05/04/2015 - 06/01/2015
ALEXANDER CAPITAL, L.P. (RED BANK NJ)
NY
12/09/2014 - 05/06/2015
REID & RUDIGER LLC (NEW YORK NY)
BC
Issued 02/13/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/09/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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