Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Monica? Claim Your ProfileMonica Skok is a financial advisor currently registered with BDT & MSD Partners, LLC. Monica has been in the financial industry since 2012 and has a wealth of experience working with clients in a variety of capacities. Monica is committed to providing her clients with personalized financial advice and guidance, helping them to 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.
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.
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2
CO
09/09/2022 - Present
BDT & MSD Partners, LLC (DENVER CO)
CO
02/24/2020 - 07/27/2022
J.P. MORGAN SECURITIES LLC (Denver CO)
CO
04/11/2006 - 09/13/2012
ST. CHARLES CAPITAL, LLC (DENVER CO)
CO
02/25/2005 - 04/04/2006
GREEN MANNING & BUNCH, LTD. (DENVER CO)
BC
Issued 06/18/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/27/2021
Series 24 - General Securities Principal Examination
BC
Issued 06/06/2023
Series 7TO - General Securities Representative Examination
BC
Issued 02/22/2020
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 01/11/2020
SIE - Securities Industry Essentials Examination
BC
Issued 02/01/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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