Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Monica? Claim Your ProfileMonica Biskup is an active investment advisor representative associated with Fidelity Personal and Workplace Advisors. Monica is registered with the state of New Jersey and Texas. Monica began working in the securities industry on May 12, 2001. Monica's firm, Fidelity Personal and Workplace Advisors, is a large firm with approximately $1 trillion to $10 trillion in assets under management. Fidelity Personal and Workplace Advisors provides financial planning, educational seminars, selection of other advisers, portfolio management for businesses, and portfolio management for individuals to their clients.
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.
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.
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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2
MA
07/13/2018 - Present
Fidelity Personal AND Workplace Advisors (BOSTON MA)
IL
11/05/2004 - 11/10/2006
E*TRADE SECURITIES LLC (CHICAGO IL)
NY
04/20/2004 - 10/28/2004
WALL STREET ACCESS (NEW YORK NY)
NY
11/12/2002 - 02/12/2004
MORGAN STANLEY DW INC. (PURCHASE NY)
NY
01/13/2001 - 08/27/2002
DEUTSCHE BANK SECURITIES INC. (NEW YORK NY)
MD
12/14/2000 - 01/13/2001
DB ALEX. BROWN LLC (BALTIMORE MD)
BOTH
Issued 11/19/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/12/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/24/2005
Series 4 - Registered Options Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/10/2005
Series 3 - National Commodity Futures Examination
BC
Issued 12/04/2002
Series 31 - Futures Managed Funds Examination
BC
Issued 12/13/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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