Daniel Montes Email & Phone Number
Financial Advisor @ Morgan Stanley
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Daniel Montes Location
- Las Vegas, NV, US
Daniel Montes Work
- 2024 -now Financial Advisor @
- 2022 -2024 Wealth Advisor Associate @
- 2021 -2022 Wealth Strategist @
- 2018 -2021 Client Service Associate and Branch Technology Liaison @
- 2017 -2018 Intern @
- 2011 -2017 Security Forces @
Daniel Montes Education
- University of California, Los Angeles
Personal Financial Planning (Financial Planning and Services)
2022-2023 - University of Nevada-Las Vegas
Bachelor of Science - BS (Finance)
2015-2019 - Community College of the Air Force
Associate of Science (A.S.) (Criminal Justice/Police Science)
2014-2016
Daniel Montes Summary
- Daniel Montes, based in Las Vegas, NV, US, is currently a Financial Advisor at Morgan Stanley. Daniel Montes brings experience from previous roles at Morgan Stanley, LPL Financial and UBS. Daniel Montes holds a 2022 - 2023 Personal Financial Planning in Financial Planning and Services @ University of California, Los Angeles. Daniel Montes has 2 emails and 5 mobile phone numbers on RocketReach.
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