Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Monette? Claim Your ProfileMonette J. Marino is an Investment Advisor Representative with Merrill Lynch, Pierce, Fenner & Smith Inc. Monette has been in the financial industry for 10 years. She has a Series 7 and Series 66 licenses. She is registered with the state of California. Monette has been an Investment Advisor Representative since March 2013. She is a registered representative of Merrill Lynch, Pierce, Fenner & Smith Inc. Monette's firm, Merrill Lynch, Pierce, Fenner & Smith Inc. is a large financial services company that provides a wide range of financial products and services to individual and institutional clients. The firm's services include investment advisory, brokerage, banking, and insurance. Monette is a highly experienced and knowledgeable financial advisor with a strong commitment to helping her clients achieve their financial goals. Monette is also a member of the Advisory Board of Directors for the Tam Tam Mandingue USA non-profit arts organization.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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.
1
2
CA
05/14/2015 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (SAN DIEGO CA)
BOTH
Issued 3/6/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 1/23/2013
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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