Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Monica? Claim Your ProfileMonica Pedano is a financial advisor with over 30 years of experience in the industry. Monica is currently registered with Independence Square Holdings, LLC as a Registered Investment Advisor and previously worked at firms like Morgan Stanley Smith Barney and Merrill Lynch. Monica holds several industry licenses and designations including Series 31, Series 7, and Series 10, among others. Monica is currently registered to provide investment advice in several states including California, Delaware, Florida, Nevada, New Jersey, New York, North Carolina, and Pennsylvania.
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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Cash management & mortgage services
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.
Referral fees
1
2
PA
01/17/2020 - Present
Independence Square Holdings, LLC (KING OF PRUSSIA PA)
PA
05/04/2012 - 02/22/2013
PURSHE KAPLAN STERLING INVESTMENTS (CONSHOHOCKEN PA)
PA
06/01/2009 - 05/29/2012
MORGAN STANLEY SMITH BARNEY (PHILADELPHIA PA)
PA
04/02/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (PHILADELPHIA PA)
PA
01/04/1999 - 04/02/2007
MORGAN STANLEY DW INC. (PHILADELPHIA PA)
NY
04/10/1996 - 01/04/1999
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NY
12/21/1993 - 03/01/1996
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
BC
Issued 12/03/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/06/2000
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/31/2000
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/24/1994
Series 31 - Futures Managed Funds Examination
BC
Issued 12/20/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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