Unclaimed
Monica Feyock is a financial advisor with Empower Advisory Group, LLC, a firm with approximately 134 billion dollars in assets under management. Monica has been working in the financial industry for over 10 years and has worked with various firms including GWFS Equities, Inc. and Putnam Retail Management Limited Partnership. Monica holds a Series 63 and Series 65 securities license and a Series 7 general securities representative license. Her area of expertise includes financial planning, portfolio management for individuals and providing educational seminars.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
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2
CO
12/20/2018 - Present
Empower Advisory Group, LLC (GREENWOOD VILLAGE CO)
MA
01/02/2015 - 08/29/2017
GWFS EQUITIES, INC. (ANDOVER MA)
MA
01/10/2014 - 01/02/2015
PUTNAM RETAIL MANAGEMENT LIMITED PARTNERSHIP (ANDOVER MA)
IA
Issued 12/11/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/14/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/10/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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