Unclaimed
Monica Merrifield is a registered representative with Pacific Select Distributors, LLC. Monica holds Series 6, 63, and SIE licenses. She is registered to sell securities in 18 states, including Alabama, Arizona, Arkansas, and Colorado. Monica's primary office is located in Newport Beach, California.
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.
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.
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CA
05/03/2022 - Present
Pacific Select Distributors, LLC (NEWPORT BEACH CA)
BC
Issued 06/17/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/02/2022
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 04/13/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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