JOSE-LUIS DANIEL MONTIEL is an investment adviser representative (IAR) with state registration records since 2005, appearing at 3 firms. Currently registered with PRINCIPAL ADVISED SERVICES, LLC.
| Firm | From | To | Current |
|---|---|---|---|
| PRINCIPAL ADVISED SERVICES, LLC | 2022-10-31 | present | Yes |
| PRINCIPAL SECURITIES, INC. | 2007-02-27 | 2009-06-18 | — |
| AMERIPRISE FINANCIAL SERVICES, LLC | 2005-09-09 | 2005-11-25 | — |