Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Monica? Claim Your ProfileMonica Logrono is a registered representative with Morgan Stanley. Monica is also registered as an investment advisor representative in several states. Monica has been in the financial industry since 2011, with previous experience at J.P. Morgan Securities LLC and Santander Securities. Monica holds the Series 7, Series 63, and Series 66 licenses and has extensive experience in financial planning, portfolio management, and investment advisory services. Monica's clients include high-net-worth individuals, insurance companies, investment companies, charitable organizations, and corporations.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Earned based on transactions or products sold.
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.
See schedule d miscellaneous
1
2
FL
04/02/2020 - Present
Morgan Stanley (Miami FL)
FL
07/26/2011 - 03/26/2015
J.P. MORGAN SECURITIES LLC (MIAMI FL)
FL
01/01/2011 - 06/30/2011
SANTANDER SECURITIES (MIAMI FL)
BOTH
Issued 06/07/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/15/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/27/2010
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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