Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Candice? Claim Your ProfileCandice Ruth Monroe is a financial advisor with Equitable Advisors, LLC. Candice has been in the financial services industry since 2003 and is registered in Florida and Illinois. Candice has experience working with high-net-worth individuals, corporations, and charitable organizations. Candice specializes in financial planning, portfolio management, and pension consulting. Candice's previous employers include Commonwealth Financial Network, Morgan Stanley, and Calamos Financial Services LLC.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
IL
10/04/2021 - Present
Equitable Advisors, LLC (OAK BROOK IL)
IL
02/12/2018 - 07/19/2021
COMMONWEALTH FINANCIAL NETWORK (Naperville IL)
IL
08/07/2012 - 02/13/2018
MORGAN STANLEY (OAK BROOK IL)
IL
07/30/2008 - 01/12/2009
CALAMOS FINANCIAL SERVICES LLC (NAPERVILLE IL)
KY
09/15/2003 - 05/15/2008
MORGAN KEEGAN & COMPANY, INC. (LOUISVILLE KY)
KY
07/31/2003 - 10/10/2003
J.J.B. HILLIARD, W.L. LYONS, INC. (LOUISVILLE KY)
BOTH
Issued 11/07/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/01/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/06/2012
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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