Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Monica? Claim Your ProfileMonica Agnes Williams is a financial advisor with over 30 years of experience in the industry. Monica currently works with Raymond James Financial Services Advisors, Inc. and is registered in several states. Prior to her current role, Monica worked at several firms including RAYMOND JAMES & ASSOCIATES, INC. and SMITH BARNEY, HARRIS UPHAM & CO., INCORPORATED. Monica has obtained several licenses including Series 7, Series 24, Series 51, and Series 63. Monica is a specialist in financial planning, portfolio management for individuals and businesses, and pension consulting.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
FL
09/24/2024 - Present
Raymond James Financial Services Advisors, Inc. (Clearwater FL)
FL
05/25/1993 - 12/11/1999
RAYMOND JAMES & ASSOCIATES, INC. (ST. PETERSBURG FL)
NY
04/05/1989 - 06/04/1993
SMITH BARNEY, HARRIS UPHAM & CO., INCORPORATED (NEW YORK NY)
NA
11/11/1988 - 02/28/1989
POWER SECURITIES CORPORATION
NA
05/09/1988 - 11/26/1988
EQUITIES INTERNATIONAL SECURITIES, INC.
NA
01/04/1988 - 05/06/1988
GREENTREE SECURITIES CORP.
NA
04/21/1987 - 02/03/1988
BROOKS WEINGER ROBBINS & LEEDS INC.
BC
Issued 04/30/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/28/2003
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 12/02/2002
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/18/1987
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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