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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 Garver is a financial advisor with McKinley Carter Wealth Services, Inc. Monica has over 20 years of experience in the financial services industry. Monica is a Certified Financial Planner and holds Series 7, 24, and 63 licenses. Monica is registered to provide investment advice in Pennsylvania, Texas, and California. Monica specializes in providing investment advice to high-net-worth individuals, charitable organizations, and pension and profit-sharing plans. Monica also has experience providing investment advice to corporations and other businesses. Monica's areas of expertise include financial planning, portfolio management, and investment consulting. Monica is committed to providing her clients with personalized financial advice and strategies that are designed to help them 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.
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.
Investment consulting
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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WV
03/08/2023 - Present
McKinley Carter Wealth Services, Inc. (WHEELING WV)
IA
03/12/2001 - 09/10/2004
CAMBRIDGE INVESTMENT RESEARCH, INC. (FAIRFIELD IA)
OH
08/01/2000 - 03/12/2001
PRIME SOLUTIONS SECURITIES, INC. (CLEVELAND OH)
SC
05/03/1999 - 08/08/2000
LINSCO/PRIVATE LEDGER CORP. (FORT MILL SC)
BC
Issued 05/17/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/11/2002
Series 24 - General Securities Principal Examination
BC
Issued 04/30/1999
Series 7 - General Securities Representative Examination
Active
Inactive
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