All Financial Professionals are not created equal...
The Montoya Registry attracts the highest caliber and most discerning clients in the world. Accordingly, we only accept
the most exceptional Independent Financial Professionals in their field, and only after rigorous screening.
Requirements
- Minimum 10 years financial industry experience.
- Designation in area of expertise.
- Clean U4 Report.
- Full background check including criminal, personal, financial history.
- $1,000 non-refundable application fee.
If you feel you meet the requirements, fill out this initial application form.
|
Broker/Dealer:
|
*
|
|
Profession:
|
*
|
|
Licenses held (Eg. CPA, EA):
|
|
|
Primary area of expertise:
|
*
|
|
Secondary area of expertise:
|
(optional)
|
|
Your ideal client lives in (region/city/county):
*
State:
*
|
|