Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Monica? Claim Your ProfileMonica Boulter is an investment advisor representative with CSP Financial Group LLC. Monica is registered with the state of Maryland and holds a Series 65 license. Monica is also registered with the states of Arizona, New York, North Carolina, Virginia and Washington. Monica has been working in the financial services industry for over 8 years.
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.
Portfolio analysis (mri) services
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.
Co-advisor fees
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AZ
09/13/2023 - Present
CSP Financial Group LLC (SCOTTSDALE AZ)
IA
Issued 10/02/2020
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/29/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
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