Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Monica? Claim Your ProfileMonica Franco-colinet is a registered investment advisor with J.P. Morgan Securities LLC, located in Sugar Land, TX. Monica has been in the financial services industry since 2000 and holds several licenses, including Series 6, 7, 63 and 66. Monica is also registered with the state of Texas as an Investment Advisor Representative. Monica's experience includes working for CITIGROUP GLOBAL MARKETS INC., CHASE INVESTMENT SERVICES CORP. and J.P. MORGAN SECURITIES INC. in the past. Monica offers a wide range of financial services including financial planning, pension consulting and portfolio management for both individuals and businesses.
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.
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.
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.
A percentage of the total value of assets under management is charged.
Fee computed based on cents-per-share-deposited-into-the-account
1
2
TX
05/24/2024 - Present
J.p. Morgan Securities LLC (Sugar Land TX)
TX
12/06/2019 - 04/15/2024
CITIGROUP GLOBAL MARKETS INC. (Houston TX)
TX
10/01/2012 - 10/08/2019
J.P. MORGAN SECURITIES LLC (SUGAR LAND TX)
TX
02/28/2005 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (HOUSTON TX)
NY
08/28/2002 - 03/18/2005
J.P. MORGAN SECURITIES INC. (NEW YORK NY)
NY
11/14/2000 - 07/18/2002
LAZARD FRERES & CO. LLC (NEW YORK NY)
CO
09/10/1999 - 07/25/2000
JANUS DISTRIBUTORS, INC. (DENVER CO)
BOTH
Issued 04/06/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/17/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/21/2001
Series 7 - General Securities Representative Examination
BC
Issued 08/11/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
M
MIAX PEARL, LLC
M
Miami International Securities Exchange, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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