Nohemy Yolanda Montes

Current Employers

Employment History

• 08/2013 → Present
  Cetera Advisors Llc
  Denver, CO
• 04/2017 → 09/2019
  Montes Real Estate Group Llc
  Reno, NV
• 12/2020 → Present
  Mont Wealth Financial Advisors
  Colorado Springs, CO
• 03/2024 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL
• 10/2023 → Present
  Nohemy Montes, Llc
  Colorado Springs, CO
• 07/2026 → Present
  Spencer Financial Services
  Denver , CO

Previous Registrations

• 2007-09-10 → 2013-08-16
  New England Securities
  Pueblo, CO
  Colorado Springs, CO
  Colorado Springs, CO
  Trinidad, CO
  Pueblo, CO

Other Businesses

1) NAME OF OTHER BUSINESS: MONTES GROUP INC/MONT WEALTH INVESTMENT RELATED: YES ; ADDRESS: SAME AS REGISTERED LOCATION ; NATURE OF BUSINESS: FINANCIAL SERVICES AND INSURANMCE BUSINESS; START DATE: 03/2015 ; POSITION/TITLE/RELATIONSHIP: OWNER / FINANCIAL ADVISOR ; APX NUMBER OF HOURS PER WEEK: 40 ; APX NUMBER OF HOURS DURING TRADING HOURS: 32.5 ; BRIEF DESCRIPTION OF DUTIES: CONSULTING CLIENTS IN REGARDS TO THEIR FINANCES. FEE BASED PLANS AND/OR FINANCIAL SERVICES ; 2) FIXED INSURANCE WITH VARIOUS COMPANIES, INVESTMENT RELATED, ADDRESS SAME AS REGISTERED LOCATION, START AUGUST 2013, 3 HRS PER WEEK, VARIES DURING TRADING HOURS INSURANCE AGENT - SELLS LIFE, HEALTH,ANNUITIES, DISABILITY AND LONG TERM CARE 3) NAME OF OTHER BUSINESS: MONT WEALTH FINANCIAL ADVISORS; INVESTMENT RELATED: YES ; ADDRESS: SAME AS REGISTERED LOCATION ; NATURE OF BUSINESS: FINANCIAL AND INSURANCE SERVICES; START DATE: 12/2020 ; POSITION/TITLE/RELATIONSHIP: OWNER / FINANCIAL PROFESSIONAL; APX NUMBER OF HOURS PER WEEK: 40; APX NUMBER OF HOURS DURING TRADING HOURS: 32.5; BRIEF DESCRIPTION OF DUTIES: CONSULTING CLIENTS ON FINANCES. FEE BASED PLANS AND/OR FIN/INS SVCS; 4) NAME OF OTHER BUSINESS: NOHEMY MONTES, LLC, INVESTMENT RELATED: NO, ADDRESS: SAME AS RESIDENTIAL LOCATION, NATURE OF BUSINESS: MOTIVATIONAL SPEAKING AND WRITING, START DATE: 10/2023, POSITION/TITLE/RELATIONSHIP: OWNER, APX NUMBER OF HOURS PER WEEK: 4S, APX NUMBER OF HOURS DURING TRADING HOURS: VARIES, BRIEF DESCRIPTION OF DUTIES: PUBLIC SPEAKING AND WRITER OF MOTIVATION LIFESTYLE TOPICS; 5. NAME OF OTHER BUSINESS: SPENCER FINANCIAL SERVICES; INVESTMENT RELATED: YES, ADDRESS: SAME AS REGISTERED LOCATION, NATURE OF BUSINESS: FINANCIAL SERVICES, START DATE: 07/15/2026; POSITION/TITLE/RELATIONSHIP: FINANCIAL PROFESSIONAL; APX NUMBER OF HOURS PER WEEK: 1; APX NUMBER OF HOURS DURING TRADING HOURS: 0; BRIEF DESCRIPTION OF DUTIES: DBA FOR FINANCIAL SERVICES;

Exams

• S66 Uniform Combined State Law Examination
  2007-05-29

Other Names

• Nohemy Yolanda Montes
• Nohemy Yolanda Montes Castillo
• Nohemy Yolanda Miralles