Unclaimed
Silvia Montagna is a registered representative with Bofa Securities, Inc., a broker-dealer based in New York City. Silvia has been in the financial industry since August 2017, and has a Series 79 and Series 63 license, as well as the Securities Industry Essentials Examination. Silvia previously worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated, and is currently located at Bofa Securities, Inc.'s office in New York City.
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.
Research-related services
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.
Negotiated fees for research-related services
1
2
NY
05/10/2019 - Present
Bofa Securities, Inc. (NEW YORK NY)
NY
08/29/2017 - 05/10/2019
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BC
Issued 09/12/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/29/2017
Series 79 - Investment Banking Registered Representative Examination
Active
Inactive
F
FINRA
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