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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Aaron Monsees is an investment advisor representative with Beacon Pointe Advisors, LLC. David Aaron Monsees is registered with the state of Washington. David Aaron Monsees has been in the industry for less than 5 years. David Aaron Monsees has passed the Series 66, Series 7TO and SIE exams. David Aaron Monsees has experience with First Command Brokerage Services, Inc., Joslin Capital Advisors, LLC, and Beacon Pointe Advisors. David Aaron Monsees provides financial planning, portfolio management for individuals, businesses, investment companies, and pooled investment vehicles. David Aaron Monsees is also able to provide pension consulting, educational seminars, and selection of other advisors.
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.
Strategic management for diversified investment portfolios.
Consulting services
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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CA
06/14/2024 - Present
Beacon Pointe Advisors, LLC (NEWPORT BEACH CA)
WA
04/26/2021 - 02/23/2022
FIRST COMMAND BROKERAGE SERVICES, INC. (Oak Harbor WA)
BOTH
Issued 07/12/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/26/2021
Series 7TO - General Securities Representative Examination
BC
Issued 08/13/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
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