Martin Montana is a registered investment advisor, based in Tampa, FL, with 11 years of industry experience.
Location
3031 North Rocky Point Drive West, Suite 600, Tampa, FL, 33607
Get directionsHistory
Regulatory History (1)
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Criminal
December 1998Final Disposition
Employment History
Current Registrations
Trinity Wealth Securities, L.L.C.
October 2025 - Present · 7 mos
Trinity Wealth Securities, L.L.C.Broker
October 2025 - Present · 7 mos
Florida Financial Advisors, LLC
September 2025 - Present · 8 mos
Previous Registrations
MML Investors Services, LLC
April 2024 - December 2024 · 8 mos
MML Investors Services, LLCBroker
March 2024 - December 2024 · 9 mos
Ameriprise Financial Services, LLCBroker
April 2023 - February 2024 · 10 mos
MML Investors Services, LLCBroker
January 2011 - July 2013 · 2 yrs 6 mos
New England SecuritiesBroker
April 2008 - January 2009 · 9 mos
Ing Financial Partners, INC
June 2007 - March 2008 · 9 mos
Ing Financial Partners, INC.Broker
June 2007 - March 2008 · 9 mos
Ameriprise Financial Services, INC.
July 2004 - April 2007 · 2 yrs 9 mos
Ameriprise Financial Services, INC.Broker
October 2001 - April 2007 · 5 yrs 6 mos
Ids Life Insurance CompanyBroker
October 2001 - July 2006 · 4 yrs 9 mos
State Registrations1 state
FL
AdvisorBrokerBoth
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.