Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Monica? Claim Your ProfileMonica Furner is a financial professional with over 9 years of experience in the industry. Monica is currently registered with Fidelity Brokerage Services LLC in Utah, Massachusetts and Texas. Monica is also registered with FINRA as a General Securities Principal. Monica has passed the Series 7, 6, 63, 65, 10, and 9 exams. Previously, Monica was employed at WELLS FARGO CLEARING SERVICES, LLC in Park City, Utah, and was registered as an Investment Advisor Representative.
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
UT
11/27/2023 - Present
Fidelity Brokerage Services LLC (MIDWAY UT)
UT
06/03/2014 - 11/21/2023
WELLS FARGO CLEARING SERVICES, LLC (PARK CITY UT)
IA
Issued 07/07/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/11/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/01/2024
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/26/2024
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/05/2024
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/02/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
Not sure Monica Furner is the right advisor for you? Invested Better is here to help.
