Jose Montalvo Jr.

Current Employers

Employment History

• 08/2012 → 12/2023
  Transamerica Financial Advisors, Inc
  St. Petersburg, FL
• 03/2011 → 02/2024
  World Financial Group, Inc.
  Johnscreek, GA
• 01/2014 → 01/2021
  Rush University
  Chicago, IL
• 12/2013 → 03/2024
  Vascular Ultrasound Training
  Chicago, IL
• 11/2013 → 03/2024
  Vascular Equipment Referral
  Chicago, IL
• 08/2014 → 01/2021
  School Loan 411 Llc
  Chicago, IL
• 01/2024 → Present
  Global View Capital Advisors, Llc
  Waukesha, WI
• 02/2024 → Present
  Global View Capital Insurance Services, Llc
  Waukesha, WI
• 03/2024 → Present
  Global View Capital Management, Llc
  Waukesha, WI
• 11/2019 → 03/2024
  Netlaw
  Louisville, KY

Other Businesses

[1] GLOBAL VIEW CAPITAL ADVISORS, LLC, AN AFFILIATE OF GLOBAL VIEW CAPITAL MANAGEMENT, LLC; YES-INVESTMENT RELATED; HEADQUARTERS ADDRESS: N14W23833 STONE RIDGE DRIVE, SUITE 350, WAUKESHA, WI 53188; NATURE: MARKETING FIRM FOR INSURANCE AND ADVISORY SERVICES; POSITION: INDEPENDENT CONTRACTOR; AFFILIATION DATE: 01.16.2024; APPROX. 80 ADVISORY HRS/MONTH DURING TRADING HOURS; APPROX. _40 ADVISORY HRS/MONTH OUTSIDE TRADING HOURS; RESPONSIBILITIES: MARKETING, EDUCATION AND SALES OF GVCM ADVISORY SERVICES AND GVCI INSURANCE SERVICES. GVCI HOURS LISTED SEPARATELY IF APPLICABLE. [2] GLOBAL VIEW CAPITAL INSURANCE SERVICES, LLC, AN AFFILIATE OF GLOBAL VIEW CAPITAL ADVISORS, LLC; YES-INVESTMENT RELATED; HEADQUARTERS ADDRESS: N14W23833 STONE RIDGE DRIVE, SUITE 350, WAUKESHA, WI 53188; NATURE: INSURANCE; POSITION: INSURANCE AGENT; STARTED: 02.08.2024; APPROX. 20 HRS/MONTH DURING TRADING HOURS; APPROX. 4 HRS/MONTH OUTSIDE TRADING HOURS; RESPONSIBILITIES: MARKETING, EDUCATION AND SALES OF FIXED INSURANCE PRODUCTS FOR MULTIPLE PROVIDER COMPANIES TO PROSPECTIVE CLIENTS AND EXISTING CLIENTS WITH FOCUS ON SALE OF LIFE, LONG TERM CARE AND DISABILITY INSURANCE PRODUCTS AND FIXED ANNUITIES. [3] EXPERIOR FINANCIAL GROUP, INC.; YES-INVESTMENT RELATED; HEADQUARTERS ADDRESS: 300 AIRBORNE PARKWAY, SUITE 208, CHEEKTOWAGO, NY 14225; NATURE: INSURANCE; POSITION: INSURANCE AGENT; STARTED: 01.19.2024; APPROX. 36 HRS/MONTH DURING TRADING HOURS; APPROX. 6 HRS/MONTH OUTSIDE TRADING HOURS; RESPONSIBILITIES: MARKET, EDUCATE AND SELL LIFE PRODUCTS INCLUDING FIXED AND INDEXED ANNUITIES FOR MULTIPLE PROVIDER COMPANIES AND SERVICE CLIENTS AS WELL AS OFFERING PROVIDER LEGAL SERVICES FOR WILLS, TRUSTS, ETC.

Exams

• S65 Uniform Investment Adviser Law Examination
  2024-03-06
• S63 Uniform Securities Agent State Law Examination
  2012-11-28

Other Names

• Jose Montalvo
• Jose Montalvo