linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Tyler Luis Montano

Ameriprise Financial Services, LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Tyler? Claim Your Profile

About Tyler Luis Montano

Tyler Luis Montano is a financial advisor with Ameriprise Financial Services, LLC based in San Jose, California. Tyler has been working in the financial industry since March 2019 and is registered with the state of California as an investment advisor representative. Prior to joining Ameriprise Financial Services, LLC, Tyler worked with NYLIFE Securities LLC. Tyler holds FINRA Series 7, 6, 63 and 66 licenses as well as the SIE exam.

Firm Information

Tyler Montano is currently registered with Ameriprise Financial Services, LLC. Ameriprise Financial Services, LLC is a Limited Liability Company formed in 1971 and headquartered in Minneapolis, Minnesota. The firm offers a variety of financial services, including financial planning, pension consulting, educational seminars, and portfolio management for individuals and businesses. Ameriprise has a significant presence in the United States, with a network of over 11,000 licensed agents and investment advisor representatives. The firm manages over $479 billion in assets for a diverse range of clients, including high-net-worth individuals, corporations, and pension plans.
Ameriprise Financial Services, LLC

707 2ND AVENUE SOUTH

MINNEAPOLIS, MN 55402

$479.79B

Assets Under Management

140,938

Total Clients

13,002

Total Financial Advisors

Services Offered

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.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

pension consulting services

Guidance on pension options to ensure a secure financial future.

check

educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

check

asset allocation services

Asset allocation services

Fee Structure

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.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

percentage of assets

A percentage of the total value of assets under management is charged.

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Tyler Montano’s Registration & Firm History

CA

04/01/2024 - Present

Ameriprise Financial Services, LLC (San Jose CA)

CA

02/14/2019 - 10/06/2022

NYLIFE SECURITIES LLC (GLENDALE CA)

Not sure if Tyler Luis Montano is right for you?

Licenses & Designations

BOTH

Issued 01/09/2023

Series 66 - Uniform Combined State Law Examination

BC

Issued 04/15/2019

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/16/2020

Series 7TO - General Securities Representative Examination

BC

Issued 02/14/2019

SIE - Securities Industry Essentials Examination

BC

Issued 12/21/2018

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Tyler Luis Montano.
Not sure if Tyler Luis Montano is right for you?