Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mona? Claim Your ProfileMona Romanello Wilson is a financial advisor at WEALTHPENN.COMLLC, a firm with approximately $10 billion to $50 billion in assets under management. Mona has been in the industry since 1987, and has a wide range of experience in financial planning, portfolio management, and investment advice. She provides financial services to individuals, families, businesses, and institutions. Mona holds multiple licenses, including Series 7, Series 63, Series 65, and Series 24. Mona has been a registered advisor since 1986.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
FL
04/15/2020 - Present
Wealthpenn.comllc (West Palm Beach FL)
FL
12/16/2005 - 02/09/2016
CREDIT SUISSE SECURITIES (USA) LLC (WEST PALM BEACH FL)
MD
10/02/2000 - 01/13/2006
LEGG MASON WOOD WALKER, INCORPORATED (BALTIMORE MD)
NC
02/14/2000 - 10/19/2000
WACHOVIA SECURITIES, INC. (CHARLOTTE NC)
NC
07/20/1998 - 02/14/2000
WACHOVIA BROKERAGE SERVICE (WINSTON SALEM NC)
FL
11/13/1989 - 07/20/1998
ISLAND INVESTMENT SERVICES, INC. (PALM BEACH FL)
NA
02/16/1988 - 04/04/1989
SOUTHEAST BANK BROKERAGE SERVICE, INC.
NA
06/23/1986 - 02/16/1988
PALM BEACH CAPITAL SERVICES, INC.
IA
Issued 8/27/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 8/19/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 8/11/1989
Series 24 - General Securities Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 5/17/1986
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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