Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Monica? Claim Your ProfileMonica Lacey is a financial advisor at LPL Financial LLC in HOLLAND, MI. Monica has been in the financial services industry since 1999. Monica holds the Series 63, Series 65, Series 7, and SIE licenses. Monica also has experience with Raymond James Financial Services, Inc., Lincoln Financial Advisors Corporation, The Lincoln National Life Insurance Company, and Mack Investment Securities, Inc.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Consulting and other non-discretionary advisory 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.
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2
MI
01/05/2021 - Present
LPL Financial LLC (HOLLAND MI)
IL
02/04/2005 - 02/28/2017
RAYMOND JAMES FINANCIAL SERVICES, INC. (OAK BROOK IL)
IN
11/28/2001 - 02/15/2005
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
IN
11/28/2001 - 02/15/2005
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
IL
07/19/1999 - 11/20/2001
MACK INVESTMENT SECURITIES, INC. (NORTHFIELD IL)
BC
Issued 08/13/1999
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 09/04/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/16/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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