Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mona? Claim Your ProfileMona Campos is a financial advisor with Purshe Kaplan Sterling Investments in Center Valley, Pennsylvania. Mona has been in the financial services industry since February 6, 2015. Mona holds the Series 66, Series 7 and SIE licenses.
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.
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.
1
2
PA
02/21/2020 - Present
Purshe Kaplan Sterling Investments (Center Valley PA)
PA
02/06/2015 - 02/24/2020
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (ALLENTOWN PA)
BOTH
Issued 12/03/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/06/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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