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Martin Montana, CRPC™

Martin Montana, CRPC™

Field Vice President / Manager / Financial Advisor

Followers of Martin Montana, CRPC™3000 followers
location of Martin Montana, CRPC™Tampa, Florida, United States

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  • Timeline

  • About me

    Executive Vice President of Business Development at Coastal Wealth

  • Education

    • University of Virginia

      -
      Bachelor of Science (B.S.) Business/Commerce, General

      Activities and Societies: Beta Theta Pi, McIntire School of Commerce

  • Experience

    • Ameriprise Financial Services, LLC

      Sept 2001 - Jul 2007
      Field Vice President / Manager / Financial Advisor

    • Self-Employed

      Jul 2007 - Aug 2022
      Entertainment Industry

    • Ameriprise Financial Services, LLC

      Sept 2022 - Feb 2024
      Associate Recruiting Director

    • Coastal Wealth

      Mar 2024 - now
      Executive Vice President Business Development

  • Licenses & Certifications

    • Series 24

      FINRA

    • Series 66

      FINRA

    • Series 7

      FINRA

    • Chartered Retirement Planning Counselor

      College for Financial Planning