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Ariel Montes is a financial advisor professional located in Jacksonville, FL. They specialize in financial advisory. With over 13 years of experience, they bring deep expertise to every client.
Ariel Montes - Merrill Lynch, Pierce, Fenner & Smith Incorporated holds an active professional license (FINRA CRD) for your protection.
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Ariel Montes is a financial advisor based in Jacksonville, Florida, operating with Merrill Lynch, Pierce, Fenner & Smith Incorporated. With 13 years in the financial services industry, Montes brings substantial experience to client relationships. His work is registered under FINRA CRD license number 6072966, which tracks his professional standing and regulatory compliance within the securities industry. This background positions him to address a range of financial planning and investment needs for clients in the Jacksonville area.
A FINRA CRD (Central Registration Depository) license number indicates that Ariel Montes is registered with the Financial Industry Regulatory Authority, the self-regulatory organization that oversees broker-dealers and investment professionals in the United States. This registration means his qualifications, employment history, and disciplinary record are tracked in a centralized database accessible to regulators and the public. The CRD number serves as a verification tool for clients to confirm his registration status and professional background in securities and investment advisory work.