Jose-Luis
Montiel
Principal Advised Services
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About this Advisor
Jose-Luis Montiel is a financial advisor based in Denver, Colorado with a total of 1 year of relevant experience. Montiel currently works for Principal Advised Services. Throughout their career, they have worked at Principal Advised Services, Principal Securities Inc and Principal Life Insurance Company. Montiel maintains a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is able to serve investors in Colorado. Principal Advised Services is a registered investment business operating out of Des Moines, IA. The company has offices in 12 locations and a total of 115 employees. It administers $353 million in assets under management between its 8,370 accounts, placing it among the bigger investment advisory firms in the nation by assets under management. The business offers a few services, such as portfolio management for individuals and small businesses and selection of other advisers. Fees charged by financial advisors usually are based on the type of services offered. Fee types billed by Principal Advised Services typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Principal Advised Services Brokerage Details
$352,564,235
115
8,370
$42,122
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Jose-Luis Montiel Work History
Jose-Luis has been registered as a financial advisor for 1 years.*
Principal Advised Services
Principal Securities Inc
Principal Life Insurance Company
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Jose-Luis Montiel to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Principal Advised Services
New York, NY
Lake Oswego, OR
Valley City, OH
Milwaukee, WI
Crown Point, IN
Minneapolis, MN
Addison, TX
Des Moines, IA
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