Montejar D. Pare
Professional summary
Montejar Dimalanta Pare is a registered financial professional currently at ARETE WEALTH MANAGEMENT, LLC located in San Rafael, California.
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.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - BD
Click below to view Montejar Dimalanta Pare's CRS (Customer Relationship Summary).
Certified licenses
Experience
December 5, 2024 - Present
ARETE WEALTH MANAGEMENT, LLC
Office #1: 100 Smith Ranch Road Suite 110, San Rafael, CA 94903November 11, 2013 - December 31, 2024
PORTSMOUTH FINANCIAL SERVICES
December 5, 2011 - December 20, 2013
EAST / WEST SECURITIES CORP.
February 22, 2010 - March 16, 2012
WHITE PACIFIC SECURITIES, INC.
December 5, 2007 - March 3, 2008
EMMETT A LARKIN COMPANY, INC.
September 12, 2007 - February 26, 2008
ASSETMARK CAPITAL CORPORATION
August 21, 2002 - June 14, 2007
1ST DISCOUNT BROKERAGE, INC.
May 21, 1996 - August 21, 2002
ACUMENT SECURITIES, INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(12/5/2024)
(1/2/2025)
Exams
Series 52TO
Date: 1/2/2023
Municipal Securities Representative ExaminationSeries 99TO
Date: 1/2/2023
Operations Professional ExaminationFINRA
Current Firm
ARETE WEALTH MANAGEMENT, LLC
CRD#: 44856 / SEC#: , 8-50854
Contact information
FINRA licenses (53 States and Territories)
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| ARETE WEALTH INC | DIRECT OWNER | |
| BULLA, CHRISTIAN ALEXANDER | MUNICIPAL SECURITIES PRINCIPAL | 7067640 |
| CHUNG, UNBO | CHIEF COMPLIANCE OFFICER / AML COMPLIANCE OFFICER | 6208569 |
| HOCK, DAVID CARL | CHIEF FINANCIAL OFFICER / FINANCIAL & OPERATIONS PRINCIPAL (FINOP) | 2246268 |
| RAYNER, MICAH HARDING | REGISTERED OPTIONS PRINCIPAL | 6252596 |
| ROGERS, JOSHUA DEAN | CHIEF EXECUTIVE OFFICER | 3163818 |
Disclosures
| Regulatory Event | 2 |
| Civil Event | 1 |
| Arbitration | 3 |
Red Flags
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.
Company Information
ARETE WEALTH MANAGEMENT, LLC
CRD#: 44856San Rafael, CA 94903TRUST BUT VERIFY
Monitor Montejar Pare
Get automatic monthly alerts on:
