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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 Bello is an active investment advisor representative, currently employed by Edward Jones. Monica is a licensed agent with 14 years of experience in the industry. Monica has a strong track record of success, having achieved high client satisfaction ratings and consistently meeting or exceeding client expectations. Monica is dedicated to providing her clients with personalized financial advice and guidance. Monica is committed to helping her clients achieve their financial goals. Monica is a registered representative of Edward Jones. Edward Jones is a leading financial services firm with a long history of providing high-quality advice and investment management to individual investors. Edward Jones is committed to providing its clients with a personalized experience and a dedicated focus on their needs.
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.
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.
See schedule d - miscellaneous
1
2
MO
02/06/2020 - Present
Edward Jones (ST LOUIS MO)
MO
11/22/2005 - 03/16/2007
EDWARD JONES (ST LOUIS MO)
BOTH
Issued 08/23/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/15/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/21/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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