Cesar A. Montilla
Professional summary
Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.
That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.
Cesar Alberto Montilla JR, who also goes by Tito Montilla, was a registered financial advisor .
Cesar is a previously registered financial advisor and started their career in finance in 1966. Cesar had worked at 7 firms and has passed the Series 1, Series 4, Series 12 and Series 00 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
April 24, 2006 - December 31, 2007
EUROBANK TRUST & WEALTH MANAGEMENT GROUP
June 25, 1990 - November 3, 1997
CLARK MELVIN SECURITIES CORPORATION
October 31, 1989 - May 3, 1990
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
April 24, 1981 - November 14, 1989
KIDDER, PEABODY & CO. INCORPORATED
April 27, 1979 - September 15, 1980
FIRST PENNCO SECURITIES, INC.
June 26, 1973 - June 17, 1981
THE SECURITIES CORPORATION OF PUERTO RICO
November 9, 1966 - September 6, 1973
BLYTH EASTMAN DILLON & CO. INCORPORATED
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
Exams
Series 1
Date: 11/7/1966
Registered Representative ExaminationSeries 12
Date: 5/16/1981
NYSE Branch Manager ExaminationSeries 00
Date: 5/17/1973
General Securities Principal ExaminationCurrent firm
No current employment
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.
