Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christopher? Claim Your ProfileChristopher Michael Monk is a Registered Representative of Cadaret, Grant & CO., Inc., and has been in the financial services industry since September 1, 2009. Christopher Michael Monk is also a Registered Investment Advisor with Cadaret, Grant & CO., Inc., and has a Series 66, Series 24, SIE, and Series 7. Christopher Michael Monk has experience with Cadaret, Grant & CO., Inc. since September 2014 and METLIFE SECURITIES INC. from March 2012 to August 2014.
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.
1
2
NY
08/06/2018 - Present
Cadaret, Grant & CO., Inc. (New York NY)
NJ
03/26/2012 - 08/27/2014
METLIFE SECURITIES INC. (SOMERSET NJ)
NY
05/14/2010 - 12/22/2011
MORGAN STANLEY SMITH BARNEY (PURCHASE NY)
NJ
10/13/2008 - 10/06/2009
SECURIAN FINANCIAL SERVICES, INC. (PARSIPPANY NJ)
BOTH
Issued 08/03/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/27/2016
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/10/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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