Unclaimed
Monica Boelter is a financial professional with over 15 years of experience in the financial services industry. Monica is currently registered with State Farm VP Management Corp., a firm with a long history of serving individuals and families. Monica has experience in providing a variety of financial products and services to her clients.
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.
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.
1
2
IL
02/22/2016 - Present
State Farm VP Management Corp. (BLOOMINGTON IL)
WA
05/12/2008 - 10/03/2012
STATE FARM VP MANAGEMENT CORP. (DUPONT WA)
IL
04/07/2004 - 12/31/2007
STATE FARM VP MANAGEMENT CORP. (BLOOMINGTON IL)
BC
Issued 02/27/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/07/2016
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/20/2016
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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