Unclaimed
Monica Padineant is an Investment Advisor Representative with Laird Norton Wealth Management. Monica has been with the firm since 2013 and has been in the industry since 2002. She holds the Series 7 and Series 66 licenses and is a Certified Financial Planner. Monica has worked in various capacities with LNW Wealth Management, LLC since 2015. Monica is a registered Investment Advisor in Washington and Texas.
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.
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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WA
10/29/2012 - Present
LNW (SEATTLE WA)
SC
08/19/2002 - 09/10/2002
LINSCO/PRIVATE LEDGER CORP. (FORT MILL SC)
BOTH
Issued 03/11/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/16/2002
Series 7 - General Securities Representative Examination
Active
Inactive
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