ROBERTO MONTES is an investment adviser representative (IAR) with state registration records since 2014, appearing at 4 firms. Currently registered with LPL FINANCIAL LLC.
| Firm | From | To | Current |
|---|---|---|---|
| LPL FINANCIAL LLC | 2021-07-19 | present | Yes |
| PNC MANAGED ACCOUNT SOLUTIONS, INC. | 2018-07-30 | 2021-07-14 | — |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | 2015-05-27 | 2018-07-02 | — |
| WELLS FARGO CLEARING SERVICES, LLC | 2014-02-24 | 2015-05-19 | — |