Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Monica? Claim Your ProfileMonica Polemeni perez is a financial professional with over 19 years of experience in the industry. Monica has a broad range of experience, having worked with Insigneo Securities, LLC, Insigneo International Financial Services LLC, Citigroup Global Markets Inc., and Popular Securities, LLC. Monica holds Series 7, 24, 27, 31, and 99TO licenses and is registered to provide financial services in Florida and Puerto Rico.
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.
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.
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2
PR
02/01/2023 - Present
Insigneo Securities, LLC (San Juan PR)
FL
07/20/2018 - 02/21/2019
CITI PRIVATE ADVISORY, LLC (TAMPA FL)
FL
07/20/2018 - 02/21/2019
CITIGROUP GLOBAL MARKETS INC. (TAMPA FL)
PR
01/01/2004 - 06/25/2018
POPULAR SECURITIES, LLC (SAN JUAN PR)
BC
Issued 11/19/2013
Series 24 - General Securities Principal Examination
BC
Issued 12/22/2003
Series 27 - Financial and Operations Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/11/2018
Series 31 - Futures Managed Funds Examination
BC
Issued 11/14/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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