Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kiera? Claim Your ProfileKiera Monaco is an investment advisor representative (IAR) at LPL Financial LLC. Kiera has been in the financial industry for over 10 years. Kiera holds the Series 66, Series 7TO and SIE exams. Kiera has a background in accounting and tax preparation, and has worked for several large accounting firms, including Deloitte & Touche. Kiera is a graduate of the University of Missouri-Columbia, where she earned a Bachelor of Science in Accounting. Kiera is committed to providing her clients with personalized financial advice and guidance to help them achieve their financial goals. Kiera is currently registered to provide investment advice in Illinois and Missouri. Kiera is affiliated with the Hauser Group Wealth Management, a division of LPL Financial.
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
IL
10/04/2023 - Present
LPL Financial LLC (CHICAGO IL)
BOTH
Issued 05/05/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/31/2023
Series 7TO - General Securities Representative Examination
BC
Issued 02/16/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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