Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Monica? Claim Your ProfileMonica Lyssy is a financial advisor with over 18 years of experience in the industry. Monica is currently registered with Rockefeller Financial LLC and Rockefeller Capital Management in Texas. Monica has a wide range of experience in the financial industry, having worked at several firms including Deutsche Bank Securities Inc. and Raymond James & Associates, Inc. Monica specializes in providing financial planning, pension consulting and portfolio management services to individuals, businesses, 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.
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2
TX
05/22/2020 - Present
Rockefeller Financial LLC (Houston TX)
TX
09/06/2016 - 06/15/2020
RAYMOND JAMES & ASSOCIATES, INC. (Houston TX)
TX
03/14/2005 - 09/06/2016
DEUTSCHE BANK SECURITIES INC. (HOUSTON TX)
IA
Issued 06/29/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/09/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/05/2024
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 05/02/2024
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/13/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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