Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Monica? Claim Your ProfileMonica McCready is an Investment Advisor Representative with NWF Advisory Services Inc. Monica is a seasoned professional with over 20 years of experience in the financial services industry. Monica has held various positions at prominent financial institutions such as M.L. Stern & Co., LLC., Brecek & Young Advisors, Inc., Donahue Securities, Inc., and MML Investors Services, Inc. Monica is registered as an Investment Advisor Representative in California. Monica's specializations include financial planning, pension consulting, educational seminars, portfolio management for businesses, and portfolio management for individuals.
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
CA
02/16/2017 - Present
NWF Advisory Services Inc. (Campbell CA)
CA
11/21/2005 - 10/03/2023
OSAIC WEALTH, INC. (LOS ANGELES CA)
CA
09/27/2001 - 11/21/2005
M.L. STERN & CO., LLC. (SAN FRANCISCO CA)
CA
03/06/2001 - 09/27/2001
BRECEK & YOUNG ADVISORS, INC. (FOLSOM CA)
OH
02/15/2001 - 03/05/2001
DONAHUE SECURITIES, INC. (CINCINNATI OH)
MA
11/02/1998 - 03/02/2001
MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)
CT
11/03/1997 - 07/02/1998
WASHINGTON SQUARE SECURITIES, INC. (WINDSOR CT)
CA
02/05/1997 - 02/20/1997
REINHARDT WERBA BOWEN SECURITIES, INC. (SAN JOSE CA)
NA
09/06/1996 - 01/20/1997
SAN CLEMENTE SECURITIES, INC.
CA
03/26/1996 - 01/20/1997
SAN CLEMENTE SECURITIES, INC. (SAN CLEMENTE CA)
NE
10/11/1995 - 02/05/1996
WATERHOUSE SECURITIES, INC. (OMAHA NE)
IA
12/06/1994 - 10/17/1995
AEGON USA SECURITIES INC. (CEDAR RAPIDS IA)
CA
10/25/1993 - 12/12/1994
WELLS FARGO SECURITIES INC. (SAN FRANCISCO CA)
OR
10/08/1993 - 10/25/1993
MARKETING ONE SECURITIES, INC. (PORTLAND OR)
CO
07/08/1993 - 10/19/1993
MULTI-FINANCIAL SECURITIES CORPORATION (GREENWOOD VILLAGE CO)
NA
06/10/1992 - 07/09/1993
FIRST CALIFORNIA CAPITAL MARKETS GROUP, INC.
NA
02/12/1990 - 12/31/1990
FINANCIAL WEST INVESTMENT GROUP
TX
07/24/1989 - 11/24/1989
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
NY
01/24/1989 - 07/11/1989
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
NA
01/21/1987 - 02/22/1989
WALL STREET PACIFIC FINANCIAL RESOURCES, INC.
NA
09/15/1986 - 02/04/1987
RONEY & CO.
IA
Issued 11/05/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/12/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/07/1988
Series 3 - National Commodity Futures Examination
BC
Issued 01/17/1987
Series 7 - General Securities Representative Examination
BC
Issued 09/12/1986
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
Not sure Monica McCready is the right advisor for you? Invested Better is here to help.
