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Monica Comer

Navy Federal Investment Services, LLC

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About Monica Comer

Monica Comer is a registered representative and investment advisor representative with Navy Federal Investment Services, LLC. Monica has been in the industry since 1993 and has a variety of experience in the financial services industry. Monica has held previous positions at Raymond James Financial Services, Inc., SunTrust Investment Services, Inc., and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Monica is currently licensed in Florida.

Firm Information

Monica Comer is currently registered with Navy Federal Investment Services, LLC. Navy Federal Investment Services, LLC is a registered investment advisor based in Vienna, Virginia. They offer financial planning, educational seminars, and portfolio management for individuals and businesses. The firm manages approximately $1 billion to $10 billion in assets and has a strong presence across the United States.
Navy Federal Investment Services, LLC

1007 ELECTRIC AVE

VIENNA, VA 22180

$1.47B

Assets Under Management

Not reported

Total Clients

129

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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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percentage of assets

A percentage of the total value of assets under management is charged.

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Monica Comer’s Registration & Firm History

FL

01/04/2017 - Present

Navy Federal Investment Services, LLC (PENSACOLA FL)

FL

01/26/2006 - 03/07/2014

RAYMOND JAMES FINANCIAL SERVICES, INC. (PENSACOLA FL)

GA

04/25/2003 - 01/20/2006

SUNTRUST INVESTMENT SERVICES, INC. (ATLANTA GA)

NY

12/19/1992 - 03/07/2003

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)

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Licenses & Designations

BC

Issued 08/05/2003

Series 63 - Uniform Securities Agent State Law Examination

IA

Issued 10/13/1999

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 04/27/2021

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/01/1992

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Monica Comer.
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