Shane Montejano, financial advisor Irvine CA

Shane Montejano

CRD Number: 6302770
Current Firm: Charles Schwab & Company, Inc.

Shane Montejano (CRD# 6302770) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Irvine, CA and has over 7 years of experience in the finance industry. Shane Montejano has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Charles Schwab & Company, Inc. Irvine, CA Jul 2020 - Current 1
Charles Schwab Bank, Ssb Irvine, CA Jul 2020 - Current 1
Bancwest Investment Services Fresno, CA Oct 2016 - Jun 2020 3
Bank Of The West Fresno, CA Oct 2016 - Jun 2020 3
Scottrade Inc. Fresno, CA Mar 2014 - Oct 2016 2
Bank Of The West Clovis, CA Jul 2009 - Mar 2014 4
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jul 2014
S65 NASAA Investment Advisors Law Examination Nov 2016
Contact Info for Shane T. Montejano
Phone Number: 415-667-7000
Registered State(s):
  • CA
  • VA
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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