Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Monica? Claim Your ProfileMonica Chandra is a Registered Investment Advisor representative of 3edge Asset Management, LP. Monica is a licensed investment advisor in Louisiana and Massachusetts. Monica has been working in the financial services industry for over 13 years. She previously worked at Foreside Fund Services, LLC and Fidelity Brokerage Services LLC. Monica holds the Series 63, Series 65, Series 7 and Series 24 licenses. Monica Chandra has a background in finance and has experience in portfolio management, financial planning, and investment advisory services. She is a member of the Board of Trustees for the Museum of Fine Arts, Boston, and Dana-Farber Cancer Institute. Monica is also a Board Member for Leader ZInvest LLC, a venture firm making technology investments.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Provide investment models to unaffiliated advisors
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.
A percentage of the total value of assets under management is charged.
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2
MA
02/22/2016 - Present
3edge Asset Management, LP (Boston MA)
MA
01/24/2018 - 05/12/2020
FORESIDE FUND SERVICES, LLC (Boston MA)
MA
01/01/2008 - 04/02/2008
FIDELITY BROKERAGE SERVICES LLC (MARLBOROUGH MA)
MA
03/28/2007 - 01/01/2008
FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (MARLBOROUGH MA)
BC
Issued 02/02/2018
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 02/20/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/29/2007
Series 24 - General Securities Principal Examination
BC
Issued 03/30/2024
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/24/2018
Series 7 - General Securities Representative Examination
Active
Inactive
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