Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Tonya? Claim Your ProfileTonya Montanez is a financial advisor with Allstate Financial Services, LLC and has been working in the financial industry since August 5, 1995. She is registered to conduct business in Nebraska. Her office is located in Lincoln, Nebraska.
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
NE
03/09/2020 - Present
Allstate Financial Services, LLC (Lincoln NE)
NE
09/28/1999 - 02/28/2020
ALLSTATE FINANCIAL SERVICES, LLC (LINCOLN NE)
MN
02/16/1996 - 07/09/1999
U.S. BANCORP INVESTMENTS, INC. (SAINT PAUL MN)
NA
05/09/1995 - 03/22/1996
FIRSTIER SECURITIES, INC.
BC
Issued 05/15/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/17/1997
Series 53 - Municipal Securities Principal Examination
BC
Issued 01/31/1997
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/08/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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