Megan Victoria Montes is an investment adviser representative (IAR) with state registration records since 2017, appearing at 4 firms. Currently registered with SEIA.
| Firm | From | To | Current |
|---|---|---|---|
| SEIA | 2026-06-23 | present | Yes |
| UBS FINANCIAL SERVICES INC. | 2021-03-09 | 2026-06-08 | — |
| TD AMERITRADE INVESTMENT MANAGEMENT, LLC | 2017-08-30 | 2021-02-10 | — |
| TD AMERITRADE, INC. | 2017-08-30 | 2021-02-10 | — |