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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Terry? Claim Your ProfileTerry Allen Montoya is a financial advisor with Fidelity Personal And Workplace Advisors. Terry has been in the industry since 2006 and has a strong background in investments. Terry is licensed in multiple states and holds Series 6, 7, 63, and 66 licenses as well as the SIE designation. Terry has experience working with both individuals and businesses, and is able to provide a variety of financial services, including financial planning, portfolio management, and investment advice. Terry is dedicated to helping clients reach their financial goals.
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.
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
CO
02/05/2024 - Present
Fidelity Personal AND Workplace Advisors (GREENWOOD VILLAGE CO)
CO
01/09/2008 - 12/12/2022
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (DENVER CO)
CO
08/23/2007 - 11/26/2007
GWFS EQUITIES, INC. (GREENWOOD VILLAGE CO)
CO
03/20/2006 - 07/27/2007
COLUMBIA MANAGEMENT DISTRIBUTORS, INC. (AURORA CO)
BOTH
Issued 01/19/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/10/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/23/2014
Series 7 - General Securities Representative Examination
BC
Issued 03/18/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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