Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Monica? Claim Your ProfileMonica Maria Snider is an investment advisor representative for Merrill Lynch, Pierce, Fenner & Smith Inc. Monica is a registered representative with a Series 63 and a Series 65, and also has Series 4, Series 10, Series 24, and Series 53 licenses. Monica has been in the financial services industry since 1995, and has previously worked at BANC OF AMERICA INVESTMENT SERVICES, INC. and BARNETT INVESTMENTS, INC. Monica's current firm provides a variety of financial services, including investment advisory, brokerage, and financial planning. Monica's office is located in Charlotte, NC, and she can also be reached at the firm's New York, NY office.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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.
1
2
NC
08/17/2015 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (CHARLOTTE NC)
NY
10/23/2009 - 10/17/2014
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NC
04/01/1998 - 10/23/2009
BANC OF AMERICA INVESTMENT SERVICES, INC. (CHARLOTTE NC)
FL
11/08/1995 - 04/01/1998
BARNETT INVESTMENTS, INC. (JACKSONVILLE FL)
IA
Issued 09/27/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/24/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 04/30/2004
Series 4 - Registered Options Principal Examination
BC
Issued 03/07/1997
Series 53 - Municipal Securities Principal Examination
BC
Issued 12/16/1996
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/07/1995
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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