Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Monica? Claim Your ProfileMonica Chico is a financial advisor with over 15 years of experience in the industry. Monica is currently registered with J.p. Morgan Securities LLC, a firm with a strong reputation and significant assets under management. Monica has previously held positions with Fifth Third Securities, Inc., and Chase Investment Services Corp. She is a licensed Series 6, Series 63 and SIE representative, and is licensed in a number of states, including California, Florida, Illinois, Indiana and Michigan. Monica's areas of specialization include Retirement Planning, College Savings, Annuities, Mutual Funds, and Life Insurance.
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.
A percentage of the total value of assets under management is charged.
Fee computed based on cents-per-share-deposited-into-the-account
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2
IN
01/03/2017 - Present
J.p. Morgan Securities LLC (CROWN POINT IN)
IN
01/27/2016 - 12/05/2016
FIFTH THIRD SECURITIES, INC. (SCHERERVILLE IN)
IN
10/01/2012 - 01/21/2016
J.P. MORGAN SECURITIES LLC (WHITING IN)
IN
09/28/2005 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (MERRILLVILLE IN)
BC
Issued 10/06/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/27/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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