Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Monica? Claim Your ProfileMonica House is a financial advisor with over 30 years of experience in the industry. Monica is currently registered with Morgan Stanley in Nevada and Texas. Monica has previously worked at firms such as Citigroup Global Markets Inc. and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Monica has a broad range of experience in the financial services industry, including investment advisory, securities brokerage, and financial planning. Monica holds a Series 7, Series 31, and Series 63 license as well as the SIE exam. Monica is a board member for Soroptimist International of Sierra Reno.
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
NV
09/08/2015 - Present
Morgan Stanley (Reno NV)
NV
11/13/2008 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (RENO NV)
NV
01/21/2003 - 11/18/2008
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (RENO NV)
NY
07/19/1994 - 01/14/2003
MORGAN STANLEY DW INC. (PURCHASE NY)
IA
Issued 08/24/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/23/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/16/1994
Series 31 - Futures Managed Funds Examination
BC
Issued 07/18/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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