Emmanuel G. Montanez

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CRD#: 6097394

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.

Emmanuel G Montanez JR., who also goes by Emmanuel G Montanez, Manny Montanez, Manueal Montanez, was a registered financial professional .

Emmanuel is a previously registered financial professional and started their career in finance in 2012. Emmanuel had worked at 1 firm .

Question & Answer

Are you a "fiduciary"?

Aliases

Emmanuel G Montanez | Manny Montanez | Manueal Montanez

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.

EG MONTANEZ CONSTRUCTION//NON INV-REL//741 E. BALL RD. ANAHEIM, CA//CONSTRUCTION//PRESIDENT& CEO//PRIMARY BUSINESS OVER 40HRS WK//

Blog Corner

CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Past

August 9, 2012 - August 2, 2022

MB INVESTMENT ADVISORS, INC.

RIA

CRD#: 128313

COTO DE CAZA, CA

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams

Current Firm

MB INVESTMENT ADVISORS, INC.

CRD#: 128313 / SEC#:

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Contact information

Main Address

Mission Viejo, CA

Mailing Address

Phone number

(949) 292-9173

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

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.