Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Monday is a financial advisor with Commonwealth Retirement Investments LLC, located in Richmond, Virginia. David has been in the financial industry for over 30 years. David has experience working with a wide range of clients, including individuals, families, and charitable organizations. David is committed to providing personalized financial advice to help clients achieve their financial goals. David holds the Series 63, Series 66, and Series 7 licenses. David is also a Registered Representative of Commonwealth Retirement Investments 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.
Seminars designed to boost your financial literacy and investment knowledge.
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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VA
01/17/2020 - Present
Commonwealth Retirement Investments LLC (RICHMOND VA)
VA
01/03/2012 - 01/24/2017
LINCOLN FINANCIAL ADVISORS CORPORATION (RICHMOND VA)
VA
08/19/2004 - 08/16/2011
FIRST CLEARING, LLC (RICHMOND VA)
VA
10/01/1999 - 08/16/2011
WELLS FARGO ADVISORS, LLC (RICHMOND VA)
MO
10/18/2007 - 01/03/2008
A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)
NY
03/25/2004 - 06/17/2005
WEXFORD CLEARING SERVICES, LLC (NEW YORK NY)
NC
01/19/1981 - 10/01/1999
FIRST UNION CAPITAL MARKETS CORP. (CHARLOTTE NC)
BOTH
Issued 01/18/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/24/1981
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/25/1998
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 03/08/1990
Series 24 - General Securities Principal Examination
BC
Issued 01/24/2017
SIE - Securities Industry Essentials Examination
BC
Issued 01/17/1981
Series 7 - General Securities Representative Examination
Active
Inactive
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