Unclaimed
Monica Gamblin is a financial advisor with Integra Wealth Advisors. Monica has been in the industry for over 10 years and is registered with the state of Missouri. Monica can provide financial planning, educational seminars and select other advisors for clients. Monica works with individuals and has over 25 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.
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.
Solicitor fees
1
2
MO
01/03/2022 - Present
Integra Wealth Advisors (Saint Louis MO)
MO
02/23/2011 - 10/31/2016
FIRST HEARTLAND CAPITAL, INC. (HAZELWOOD MO)
MO
07/19/2010 - 02/25/2011
NEW ENGLAND SECURITIES (ST. LOUIS MO)
MO
01/30/2006 - 07/20/2010
EDWARD JONES (FLORISSANT MO)
BOTH
Issued 06/23/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/02/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/31/2016
SIE - Securities Industry Essentials Examination
BC
Issued 01/27/2006
Series 7 - General Securities Representative Examination
Active
Inactive
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