Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Monica? Claim Your ProfileMonica Ivins is an Associate Advisor at Sageview Advisory Group, LLC. Monica has been in the financial services industry since 2013 and has extensive experience in providing advisory and financial planning services. Monica is also a Certified Financial Planner™. Monica is registered with the state of Tennessee. Prior to joining Sageview Advisory Group, LLC, Monica worked for Cetera Advisor Networks, LLC, RATHER & KITTRELL, INC. and BHI Energy/Sun Technical Services, Inc. Monica is dedicated to providing her clients with the highest quality of service and helping them achieve their financial goals.
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.
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.
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TN
09/17/2024 - Present
Sageview Advisory Group, LLC (Knoxville TN)
Active
Inactive
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