Frank Edward Montes

Current Employers

Employment History

• 02/2001 → Present
  Frank E. Montes Financial Services Inc.
  San Diego, CA
• 03/2017 → Present
  Frank E. Montes Financial Services, Inc.
  San Diego, CA

Previous Registrations

• 2011-02-18 → 2011-07-15
  Kms Financial Services, Inc.
  Seattle, WA
  La Jolla, CA
• 2004-05-04 → 2011-02-17
  Mid Atlantic Financial Management, Inc.
  La Jolla, CA
  La Jollaq, CA
• 2002-12-09 → 2006-04-25
  Hoylecohen,Inc.
  San Diego, CA
• 2002-10-22 → 2004-05-04
  Fdx Advisors, Inc.
  San Diego, CA

Other Businesses

I am paid commissions from Insurance Companies for the following products: Fixed and Indexed Annuties, Life, Medical, Disability, Long Term Care, Dental, Vision

Exams

• S65 Uniform Investment Adviser Law Examination
  2017-02-04
• S63 Uniform Securities Agent State Law Examination
  1993-07-28

Other Names

• Frank Edward Montes