Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Monica? Claim Your ProfileMonica Strong is a financial advisor with over 30 years of experience in the industry. Monica currently works at Osaic Wealth, Inc. where she is registered as a Registered Representative in Arizona. She is also registered with the state of Arizona as an Investment Advisor Representative. Prior to joining Osaic Wealth, Inc., Monica was a financial advisor at AXA Advisors, LLC and Citigroup Global Markets Inc. Monica offers a wide range of services, including financial planning, portfolio management for individuals and businesses, and pension consulting. She also offers educational seminars and assists clients in selecting other advisors.
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.
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
AZ
01/24/2025 - Present
Osaic Wealth, Inc. (TUCSON AZ)
AZ
05/29/2009 - 11/02/2018
AXA ADVISORS, LLC (TUCSON AZ)
AZ
06/25/2004 - 06/04/2009
CITIGROUP GLOBAL MARKETS INC. (TUCSON AZ)
MO
07/01/2003 - 07/15/2004
WACHOVIA SECURITIES, LLC (ST. LOUIS MO)
NY
10/22/1999 - 07/01/2003
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NY
07/15/1998 - 10/18/1999
SALOMON SMITH BARNEY INC. (NEW YORK NY)
WI
03/18/1993 - 01/30/1998
ROBERT W. BAIRD & CO. INCORPORATED (MILWAUKEE WI)
IA
Issued 08/10/2009
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/06/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/15/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Monica Strong is the right advisor for you? Invested Better is here to help.
