Unclaimed
Monica Whitehead is a financial advisor with Fidelity Brokerage Services LLC. Monica is registered to offer investment advice in 53 states and Puerto Rico. Monica has been in the financial industry for over a year. Monica holds the Series 7TO, Series 63 and SIE exams.
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.
1
2
FL
03/14/2022 - Present
Fidelity Brokerage Services LLC (JACKSONVILLE FL)
BC
Issued 05/25/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/14/2022
Series 7TO - General Securities Representative Examination
BC
Issued 09/16/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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