Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Monica? Claim Your ProfileMonica Tennie is a registered Investment Advisor Representative with Global View Capital Management LLC. Monica has been in the financial services industry since 1999 and has a strong background in insurance, financial planning, and investment advising. Monica is a Registered Representative, and holds the Series 6, Series 26, Series 63, and Series 65 licenses. Monica has held positions with several firms, including the Strategic Financial Alliance, Inc., World Group Securities, Inc., and WMA Securities, Inc. Monica is committed to providing personalized and comprehensive financial planning services to individuals and families. She is passionate about helping her clients achieve their financial goals. Monica is a valuable asset to the team at Global View Capital Management LLC.
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.
Personalized portfolio management to meet individual financial objectives.
Sub-adviser to other advisers & advice to participants of 401(k), 403b, 457 and simple retirement plans
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.
Financial planning
1
2
WI
01/02/2014 - Present
Global View Capital Management LLC (WAUKESHA WI)
WI
01/02/2014 - 05/30/2015
PURSHE KAPLAN STERLING INVESTMENTS (Brookfield WI)
WI
11/03/2010 - 12/31/2013
THE STRATEGIC FINANCIAL ALLIANCE, INC. (MEQUON WI)
WI
04/12/2002 - 11/03/2010
WORLD GROUP SECURITIES, INC. (MEQUON WI)
GA
07/08/1999 - 04/12/2002
WMA SECURITIES, INC. (DULUTH GA)
IA
Issued 06/02/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/07/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/21/1999
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 05/30/2015
SIE - Securities Industry Essentials Examination
BC
Issued 07/07/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
Not sure Monica Tennie is the right advisor for you? Invested Better is here to help.
