Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Monica? Claim Your ProfileMonica Elvira is a financial advisor with over 14 years of experience in the industry. Monica is currently registered with T. Rowe Price Investment Services, Inc. Monica has worked in the financial services industry since 2008 and holds a variety of licenses including Series 3, 6, 7 and SIE. Monica has previous experience with firms such as PIMCO INVESTMENTS LLC, MML DISTRIBUTORS, LLC, NEWPORT GROUP SECURITIES, INC., and J.P. MORGAN INSTITUTIONAL INVESTMENTS 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.
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.
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2
MD
11/05/2021 - Present
T. Rowe Price Investment Services, Inc. (BALTIMORE MD)
NY
09/07/2018 - 09/30/2021
PIMCO INVESTMENTS LLC (NEW YORK NY)
NY
06/17/2016 - 09/05/2018
MML DISTRIBUTORS, LLC (NEW YORK NY)
FL
01/25/2012 - 04/25/2016
NEWPORT GROUP SECURITIES, INC. (LAKE MARY FL)
NY
12/04/2007 - 08/18/2011
J.P. MORGAN INSTITUTIONAL INVESTMENTS INC. (NEW YORK NY)
BC
Issued 08/13/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/25/2020
Series 3 - National Commodity Futures Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/03/2016
Series 7 - General Securities Representative Examination
BC
Issued 12/03/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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