Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mona? Claim Your ProfileMona Corbett is an investment advisor representative currently working for Osaic Wealth, Inc. in Vista, CA. Mona has been in the financial services industry since 1999 and is active in both the Broker-Dealer and Investment Advisor spaces. Mona also holds Series 6, 7, 63, and 66 licenses. In addition to her role at Osaic Wealth, Inc., Mona is also a Certified Exit Planning Advisor, providing specialized guidance to business owners seeking to transition their enterprises.
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.
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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2
CA
01/19/2024 - Present
Osaic Wealth, Inc. (Vista CA)
CA
12/01/2016 - 01/19/2024
WOODBURY FINANCIAL SERVICES, INC. (CARLSBAD CA)
CA
05/23/2014 - 12/01/2016
SECURITIES AMERICA, INC. (CARLSBAD CA)
CA
03/06/2012 - 05/30/2014
UNIONBANC INVESTMENT SERVICES, LLC (OCEANSIDE CA)
CA
11/11/2009 - 03/12/2012
NATIONAL PLANNING CORPORATION (ENCINITAS CA)
CA
03/18/2009 - 11/19/2009
METLIFE SECURITIES INC. (SAN DIEGO CA)
CA
12/01/2008 - 03/03/2009
LPL FINANCIAL CORPORATION (SAN DIEGO CA)
CA
09/12/2008 - 11/24/2008
COMMONWEALTH FINANCIAL NETWORK (SAN DIEGO CA)
MN
08/11/2001 - 06/05/2008
ALLIANZ LIFE FINANCIAL SERVICES, LLC (MINNEAPOLIS MN)
CA
02/23/2001 - 08/17/2001
WM FINANCIAL SERVICES, INC. (IRVINE CA)
CA
12/04/2000 - 02/15/2001
SCUDDER WEISEL CAPITAL, LLC (SAN FRANCISCO CA)
CA
03/08/1999 - 12/01/2000
WM FINANCIAL SERVICES, INC. (IRVINE CA)
BOTH
Issued 04/06/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/12/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/21/1999
Series 7 - General Securities Representative Examination
BC
Issued 03/05/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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