Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Monica? Claim Your ProfileMonica Dulemba is an Investment Advisor Representative at Vanguard Advisers, Inc. Monica has been in the securities industry for over 10 years. She has a Series 6, 7, 63, and 66 license. Monica has experience in financial planning, portfolio management for individuals and businesses, and portfolio management for pooled investment vehicles. Monica has been a registered representative with Vanguard Advisers, Inc. since January 2016. Prior to that, she worked as a financial advisor at Cetera Investment Services LLC. Monica is licensed in 53 states and the District of Columbia. She holds a Bachelor of Science degree in Finance from the University of Pennsylvania. Monica is also a Certified Financial Planner (CFP). Monica is dedicated to providing her clients with personalized financial advice and guidance. She believes in building strong relationships with her clients and helping them achieve their financial goals.
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.
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.
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.
1
2
PA
07/09/2020 - Present
Vanguard Advisers, Inc. (MALVERN PA)
PA
10/22/2013 - 12/28/2015
CETERA INVESTMENT SERVICES LLC (KENNETT SQUARE PA)
BOTH
Issued 07/08/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/26/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/13/2019
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/22/2013
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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