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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 Szakos is a financial advisor with Axxcess Wealth Management, LLC. Monica has been in the financial services industry since 2013. Monica is registered with the state of California and Texas. Monica holds the Series 7, Series 66 and SIE licenses. Monica is also a Certified Financial Planner. Monica has experience working with individuals, high-net-worth individuals, corporations, pension and profit-sharing plans, and charitable organizations. Monica provides a variety of financial planning services, including portfolio management, financial planning, and pension consulting.
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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CA
01/04/2022 - Present
Axxcess Wealth Management, LLC (CARLSBAD CA)
CA
11/15/2016 - 11/11/2022
ARETE WEALTH MANAGEMENT, LLC (San Diego CA)
CA
04/24/2013 - 11/11/2016
SECURITIES AMERICA, INC. (SAN DIEGO CA)
BOTH
Issued 08/01/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/23/2013
Series 7 - General Securities Representative Examination
Active
Inactive
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