Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Monica? Claim Your ProfileMonica Osborne is a financial advisor affiliated with Avantax Advisory Services. Monica has been in the financial industry since September 1999. Monica holds Series 7, Series 65, and Series 66 securities licenses as well as a license to provide investment advice. Monica provides a variety of services including financial planning, portfolio management, and insurance products. Monica specializes in working with individuals and businesses.
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.
Solicitor referral services to third-party investment managers; participant enrollment meetings
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.
Solicitor fees
1
2
AZ
09/04/2009 - Present
Avantax Advisory Services (Anthem AZ)
IA
Issued 12/13/2006
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 09/14/1999
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/03/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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