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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Monica? Claim Your ProfileMonica Andrea Dugan is a financial advisor who has been in the industry since 2002. She is currently registered with Fidelity Personal and Workplace Advisors and has previously been registered with TD Ameritrade, Inc., Ameriprise Financial Services, Inc., and IDS Life Insurance Company. Monica Andrea Dugan has a wide range of experience in financial planning, portfolio management, and educational seminars. She is also a Certified Financial Planner. Monica Andrea Dugan is dedicated to helping her clients 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.
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.
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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2
MA
09/17/2024 - Present
Fidelity Personal AND Workplace Advisors (BOSTON MA)
MA
05/28/2009 - 03/03/2014
TD AMERITRADE, INC. (BOSTON MA)
FL
11/08/2001 - 04/07/2009
AMERIPRISE FINANCIAL SERVICES, INC. (MIAMI FL)
MN
11/08/2001 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 08/09/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/28/2014
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 03/29/2014
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 09/28/2004
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/07/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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