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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 Sherman is a financial advisor with Cetera Investment Advisers LLC. Monica has been in the financial services industry since December 2006 and has a broad range of experience. Monica has been registered with the state of Florida as an Investment Advisor Representative and is also registered with the state of Mississippi as a Broker. Previously, Monica worked as a Private Banker at Hancock Whitney and held various roles at other firms, including Hancock Investment Services, Inc., PrimeVest Financial Services, Inc., and Raymond James Financial Services, Inc. Monica holds the Series 7 and Series 66 licenses.
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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2
FL
08/08/2022 - Present
Cetera Investment Advisers LLC (PENSACOLA FL)
FL
02/10/2012 - 08/10/2022
HANCOCK WHITNEY INVESTMENT SERVICES INC. (PENSACOLA FL)
FL
04/04/2007 - 02/13/2012
PRIMEVEST FINANCIAL SERVICES, INC. (PENSACOLA FL)
FL
12/21/2006 - 04/03/2007
RAYMOND JAMES FINANCIAL SERVICES, INC. (PENSACOLA FL)
BOTH
Issued 1/24/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/20/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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