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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Monica? Claim Your ProfileMonica Holtgrewe is a financial advisor currently associated with Captrust in Raleigh, NC. Monica has been in the industry since 2005, starting her career at Princor Financial Services Corporation. Monica has extensive experience in providing financial advice and has passed several industry examinations, including the Uniform Investment Adviser Law Examination (Series 65) and the Investment Company Products/Variable Contracts Representative Examination (Series 6). Monica is a registered investment advisor in North Carolina. Captrust is a well-established firm with a large client base, providing services to high-net-worth individuals, corporations, and charitable organizations.
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.
Set rates for specific services, regardless of time or assets managed.
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.
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2
NC
04/15/2015 - Present
Captrust (RALEIGH NC)
NC
11/13/2003 - 08/27/2009
PRINCOR FINANCIAL SERVICES CORPORATION (RALEIGH NC)
IA
Issued 11/12/2012
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/08/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/12/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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