Unclaimed
Monica Janny is a registered representative with Morgan Stanley. Monica has been in the securities industry since October 29, 2020. Monica is licensed in Connecticut, Illinois, New York and Texas. Monica is a Series 66, Series 7TO, Series 9 and SIE licensed professional. Monica is currently working for Morgan Stanley in Chicago, Illinois. Monica has a diverse employment history that includes roles in sales and marketing, as well as education. Monica is a highly qualified and experienced financial advisor, ready to help clients reach their financial goals.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
IL
12/01/2024 - Present
Morgan Stanley (Chicago IL)
BOTH
Issued 11/13/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/28/2024
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/30/2020
Series 7TO - General Securities Representative Examination
BC
Issued 08/27/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Monica Janny is the right advisor for you? Invested Better is here to help.