Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Monica? Claim Your ProfileMonica Moreno is a financial professional registered with Pacific Select Distributors, LLC. Monica holds the Series 7TO, Series 66 and SIE licenses. Monica has experience in the financial services industry since 2022. Monica's current firm, Pacific Select Distributors, LLC, is based in Omaha, NE. Previously, Monica was registered with Brinker Capital Securities, LLC in Berwyn, PA.
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.
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.
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NE
05/10/2023 - Present
Pacific Select Distributors, LLC (OMAHA NE)
PA
02/23/2022 - 04/28/2023
BRINKER CAPITAL SECURITIES, LLC (BERWYN PA)
BOTH
Issued 06/08/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/23/2022
Series 7TO - General Securities Representative Examination
BC
Issued 11/29/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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