Montel
I am a Investment Advisor Representative licensed with a RIA firm
I am a licensed Investment Advisor Representative. I have extensive experience in the financial services industry and I have passed both the SIE exam as well as the series 65 which is all you need to become an Investment Advisor Representative and do managed money. In most states the series 65 is REQUIRED to provide any kind of financial advice or services. I can help you with this. After passing my exams, I have also wanted to help people like myself grasp the concepts they need to get o...