Montejar Dimalanta Pare
Professional Summary
Montejar Dimalanta Pare is a registered financial advisor currently at ARETE WEALTH MANAGEMENT, LLC located in Nashville, Tennessee. Montejar is registered as a RR (Registered Representative) and started their career in finance in 1996. Montejar has worked at 8 firms and has passed the Series 63, Series 52TO, Series 99TO, SIE, Series 7, Series 53, Series 24 and Series 4 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
There are no additional aliases reported.
Similar Advisors
GLOBAL RETIREMENT PARTNERS LLC
MORGAN STANLEY
LPL FINANCIAL LLC
TRUIST ADVISORY SERVICES, INC.
Videos & Posts
This advisor has not added any videos or posts yet.
Similar Advisors
GLOBAL RETIREMENT PARTNERS LLC
MORGAN STANLEY
LPL FINANCIAL LLC
TRUIST ADVISORY SERVICES, INC.
Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
Similar Advisors
GLOBAL RETIREMENT PARTNERS LLC
MORGAN STANLEY
LPL FINANCIAL LLC
TRUIST ADVISORY SERVICES, INC.
Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities. Check for any disclosures as part of your thorough research when choosing an advisor.
Similar Advisors
GLOBAL RETIREMENT PARTNERS LLC
MORGAN STANLEY
LPL FINANCIAL LLC
TRUIST ADVISORY SERVICES, INC.
Years of Experience
30 years in the financial services industry
Current & Past Employments
Similar Advisors
GLOBAL RETIREMENT PARTNERS LLC
MORGAN STANLEY
LPL FINANCIAL LLC
TRUIST ADVISORY SERVICES, INC.
Current Firm
ARETE WEALTH MANAGEMENT, LLC | KEYSTONE SECURITIES, LLC. | KEYSTONE SECURITIES, LLC | KEYSTONE INVESTMENT ADVISORS, LLC
Contact Information
Main Address
1115 W Fulton Market 3rd Floor, Chicago, IL 60607Mailing Address
1115 W Fulton Market 3rd Floor, Chicago, IL 60607Phone Number
(312) 940-3684Established
Illinois since 01/20/1998Firm Type
Limited Liability CompanyFiscal Year End
DecemberFirm Size
MediumFINRA licenses (53 States and Territories)
Registered to provide investment advisory services in 0 US states and territories.
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| ARETE WEALTH INC | DIRECT OWNER | — |
| CUCHARALE, CATHERINE | CHIEF COMPLIANCE OFFICER | 3054881 |
| LEVINE, DAVID CHARLES | CHIEF EXECUTIVE OFFICER | — |
| PARE, MONTEJAR DIMALANTA | MUNICIPAL SECURITIES PRINCIPAL | 2731190 |
| RAYNER, MICAH HARDING | REGISTERED OPTIONS PRINCIPAL / AML COMPLIANCE OFFICER | 6252596 |
| TROUSDALE, LAUREN NICOLE | FINANCIAL OPERATIONS PRINCIPAL | 5622407 |
Disclosures
Regulatory Event
2Civil Event
1Arbitration
3Similar Advisors
GLOBAL RETIREMENT PARTNERS LLC
MORGAN STANLEY
LPL FINANCIAL LLC
TRUIST ADVISORY SERVICES, INC.
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.
Similar Advisors
GLOBAL RETIREMENT PARTNERS LLC
MORGAN STANLEY
LPL FINANCIAL LLC
TRUIST ADVISORY SERVICES, INC.
State Registrations and Notice Filings
(12/5/2024)
(1/2/2025)
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 52TO — Municipal Securities Representative Examination
Passed Jan 2023About the Series 52TO examSRO Registrations
Similar Advisors
GLOBAL RETIREMENT PARTNERS LLC
MORGAN STANLEY
LPL FINANCIAL LLC
TRUIST ADVISORY SERVICES, INC.
CRS (Client Relationship Summary) - BD
Click below to view Montejar Dimalanta Pare's CRS (Customer Relationship Summary).
Similar Advisors
GLOBAL RETIREMENT PARTNERS LLC
MORGAN STANLEY
LPL FINANCIAL LLC
TRUIST ADVISORY SERVICES, INC.
