Ginger Montagna is a registered investment advisor, based in Ridgewood, NJ, with 28 years of industry experience.
Location
31 East Ridgewood Ave, Floor 2, Office 1, Ridgewood, NJ, 07450
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Regulatory History (2)
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Customer Dispute
May 2014Settled
Customer Dispute
April 2008Denied
Other Business Activities
Ginger is an independent contractor and owner at Montagna Wealth Management LLC, where she works as a branch manager, manages staff, handles alerts, manages the practice, provides financial planning, conducts client reviews, and handles check deposits. This takes about half of Ginger's time.
Employment History
Current Registrations
Raymond James Financial Services, INC.Broker
October 2021 - Present · 4 yrs 7 mos
Raymond James Financial Services Advisors, INC
October 2021 - Present · 4 yrs 7 mos
Previous Registrations
Morgan StanleyBroker
December 2011 - November 2021 · 9 yrs 11 mos
Morgan Stanley
December 2011 - November 2021 · 9 yrs 11 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
October 1999 - December 2011 · 12 yrs 2 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
October 1997 - December 2011 · 14 yrs 2 mos
Olde Discount CorporationBroker
October 1995 - April 1996 · 6 mos
State Registrations17 states
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AdvisorBrokerBoth
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Exams
No exam information available for this advisor.