Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Monica? Claim Your ProfileMonica Lucille Yassear is a registered representative with Charles Schwab & CO., Inc. Monica is also an investment advisor representative and holds both state and federal licenses. Monica has worked in the financial services industry since 2016 and has experience with TD AMERITRADE, INC. Monica holds Series 66, Series 7 and SIE licenses. Monica's current registrations are with the state of California for both broker-dealer and investment advisor activities. Monica also holds registrations for broker-dealer activities in 17 other states.
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.
Helps you choose top advisors aligned with your financial goals.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
1
2
CA
01/26/2022 - Present
Charles Schwab & CO., Inc. (Roseville CA)
CA
09/02/2016 - 07/29/2024
TD AMERITRADE, INC. (Roseville CA)
BOTH
Issued 09/20/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/02/2016
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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