Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Monica? Claim Your ProfileMonica Bellner is an investment advisor representative with Charles Schwab & CO., Inc. Monica's firm is based in San Francisco, California. Monica has been in the industry since April 7, 2017 and has worked with both VOYA FINANCIAL ADVISORS, INC. and Charles Schwab & CO., Inc. Monica's firm provides Financial Planning, Selection of Other Advisers, and Wrap Fee Program Sponsor services.
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.
Helps you choose top advisors aligned with your financial goals.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
1
2
TX
01/21/2018 - Present
Charles Schwab & CO., Inc. (Austin TX)
CA
03/21/2016 - 12/31/2016
VOYA FINANCIAL ADVISORS, INC. (SAN DIEGO CA)
BC
Issued 03/15/2016
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 11/07/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/21/2016
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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