Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jasper? Claim Your ProfileJasper Davidson Monroe is a registered representative with LPL Enterprise, LLC, working from their Charlotte, NC office. Jasper has been in the financial services industry since January 2018 and holds Series 6, 7, 63, and 65 licenses. He is currently registered with the state of North Carolina as a Registered Representative and Investment Advisor Representative. Jasper has been a Prudential Advisor and has been working with Sound Financial Solutions, Inc. to grow his business. Jasper has a strong focus on financial planning and portfolio management for individuals and businesses. He is also available for consulting and other non-discretionary advisory services, and provides educational seminars.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consulting and other non-discretionary advisory 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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NC
11/14/2024 - Present
LPL Enterprise, LLC (CHARLOTTE NC)
IA
Issued 08/03/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/18/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/02/2020
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/27/2018
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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