Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Monica? Claim Your ProfileMonica Pyryt is a financial professional who has been in the industry since 2014. Monica is currently registered with Bleakley Financial Group, LLC. Prior to joining Bleakley Financial Group, LLC, Monica was associated with Wells Fargo Clearing Services, LLC and LPL Financial LLC. Monica holds the Series 66, Series 7, and SIE licenses. Monica has earned the Certified Financial Planner designation and specializes in providing financial planning and investment advice to individuals, businesses, corporations, pension and profit-sharing plans, and other pooled investment vehicles. Monica is also a licensed Real Estate Agent and a rental property owner.
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.
Non-investment consulting/implementation services
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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NJ
07/15/2022 - Present
Bleakley Financial Group, LLC (FAIRFIELD NJ)
NJ
05/29/2019 - 02/28/2020
WELLS FARGO CLEARING SERVICES, LLC (CLIFTON NJ)
NJ
08/16/2016 - 05/22/2019
LPL FINANCIAL LLC (POMPTON PLAINS NJ)
NJ
05/22/2014 - 08/11/2016
PNC INVESTMENTS (POMPTON PLAINS NJ)
BOTH
Issued 05/01/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/21/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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