Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Layne? Claim Your ProfileLayne Monroe is a registered investment advisor representative with over 15 years of experience in the financial services industry. Layne is currently affiliated with Brokers International Financial Services, LLC and Integrity Advisory Solutions, both of which are located in Urbandale, Iowa. Layne offers a variety of financial services including portfolio management for individuals and businesses, as well as educational seminars. Layne has a strong background in investments and financial planning, having worked with a variety of clients, including individuals, corporations and charitable organizations. Layne holds a Series 66 license, and has passed the Series 24, Series 4, Series 53, Series 7, Series 31, and SIE exams. Layne is committed to helping clients achieve their financial goals.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
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.
Percentage of assets managed by third-party advisor firms
1
2
IA
07/02/2021 - Present
Brokers International Financial Services, LLC (URBANDALE IA)
IA
02/22/2018 - 01/10/2020
BROKERS INTERNATIONAL FINANCIAL SERVICES, LLC. (URBANDALE IA)
IA
07/27/2016 - 02/20/2018
VOYA FINANCIAL ADVISORS, INC. (DES MOINES IA)
IA
05/15/2007 - 04/23/2010
ING FINANCIAL PARTNERS, INC. (DES MOINES IA)
IA
07/18/2006 - 05/16/2007
GWN SECURITIES INC. (DES MOINES IA)
NY
06/03/2005 - 04/05/2006
MORGAN STANLEY DW INC. (PURCHASE NY)
BOTH
Issued 09/19/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/29/2017
Series 24 - General Securities Principal Examination
BC
Issued 05/08/2008
Series 4 - Registered Options Principal Examination
BC
Issued 03/06/2008
Series 53 - Municipal Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/27/2016
Series 7 - General Securities Representative Examination
BC
Issued 06/30/2005
Series 31 - Futures Managed Funds Examination
Active
Inactive
F
FINRA
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