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Monet Rae Tellier

Assetmark Brokerage, LLC

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About Monet Rae Tellier

Monet Rae Tellier is a financial professional with over 20 years of experience in the industry. Monet is currently registered with Assetmark Brokerage, LLC and is licensed to provide securities and investment advice in Arizona. Monet has held previous positions with Capital Brokerage Corporation, Chase Investment Services Corp., J.P. Morgan Securities Inc., BANC ONE SECURITIES CORPORATION, and Scottrade, Inc. Monet is a highly qualified and experienced financial advisor who is committed to helping clients achieve their financial goals.

Firm Information

Monet Tellier is currently registered with Assetmark Brokerage, LLC. Assetmark Brokerage, LLC is a Limited Liability Company formed in 2013 and approved to operate in all 50 states, the District of Columbia, Puerto Rico, and the Virgin Islands. The firm is registered with the SEC.

Not reported

Assets Under Management

Not reported

Total Clients

168

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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Monet Tellier’s Registration & Firm History

AZ

08/15/2014 - Present

Assetmark Brokerage, LLC (Phoenix AZ)

VA

05/18/2010 - 08/15/2014

CAPITAL BROKERAGE CORPORATION (GLEN ALLEN VA)

AZ

12/03/2004 - 05/04/2010

CHASE INVESTMENT SERVICES CORP. (PHOENIX AZ)

NY

03/23/2007 - 03/03/2008

J.P. MORGAN SECURITIES INC. (NEW YORK NY)

NY

07/05/2006 - 03/08/2007

J.P. MORGAN SECURITIES INC. (NEW YORK NY)

AZ

10/13/2004 - 05/01/2006

BANC ONE SECURITIES CORPORATION (PHOENIX AZ)

MO

03/24/2003 - 09/14/2004

SCOTTRADE, INC. (ST. LOUIS MO)

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Licenses & Designations

BOTH

Issued 07/16/2009

Series 66 - Uniform Combined State Law Examination

BC

Issued 04/05/2003

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 06/30/2006

Series 53 - Municipal Securities Principal Examination

BC

Issued 06/16/2006

Series 4 - Registered Options Principal Examination

BC

Issued 04/25/2006

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/22/2003

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Monet Rae Tellier.
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