Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Monica? Claim Your ProfileMonica Sanna is a financial advisor with J.P. Morgan Securities LLC. Monica has been in the financial services industry for over 10 years and holds Series 7TO, SIE, 63 and 65 licenses. Monica is registered to provide investment advice in 53 states and the District of Columbia. Monica previously worked at First Republic Securities Company, LLC and LPL Financial LLC. Monica has experience in portfolio management for individuals and businesses, financial planning, and pension consulting. Monica is committed to providing personalized financial advice and guidance to help clients achieve their financial goals.
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.
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.
A percentage of the total value of assets under management is charged.
Fee computed based on cents-per-share-deposited-into-the-account
1
2
MA
11/20/2023 - Present
J.p. Morgan Securities LLC (BOSTON MA)
MA
08/24/2022 - 09/29/2023
FIRST REPUBLIC SECURITIES COMPANY, LLC (BOSTON MA)
NY
08/07/2020 - 08/29/2022
LPL FINANCIAL LLC (ROCHESTER NY)
IA
Issued 07/07/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/31/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/07/2020
Series 7TO - General Securities Representative Examination
BC
Issued 11/12/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
M
MIAX PEARL, LLC
M
Miami International Securities Exchange, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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