Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Monica? Claim Your ProfileMonica Nicole Clevenger is a registered representative with Benjamin F. Edwards & Company, Inc. Monica has been in the securities industry since June 2018. Monica Clevenger is currently licensed in Illinois and Texas. Monica Clevenger is also registered in 23 states. Monica Clevenger is also registered with the Securities Industry and Financial Markets Association (FINRA). Monica Clevenger has a Series 66 license, Series 7 license, and SIE license. Monica Clevenger's previous employer was WELLS FARGO CLEARING SERVICES, LLC. Monica Clevenger offers financial planning, pension consulting, educational seminars, selection of other advisers, portfolio management for businesses, and portfolio management for individuals.
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.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
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.
1
2
MO
05/07/2021 - Present
Benjamin F. Edwards & Company, Inc. (ST. LOUIS MO)
IL
06/26/2018 - 05/12/2021
WELLS FARGO CLEARING SERVICES, LLC (DECATUR IL)
BOTH
Issued 07/20/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/26/2018
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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