Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Monica? Claim Your ProfileMonica Salaiz Narvaez is a financial professional with over 35 years of experience in the industry. Monica is a Certified Financial Planner and holds both Series 6, 7, and 63 licenses. Monica is currently registered with Osaic Wealth, Inc. and Osaic Advisory Services, LLC. Prior to that, Monica was a registered representative for Triad Advisors LLC, M Holdings Securities, Inc. and Investors Capital Corp. Monica has a broad range of experience in helping clients with their financial planning, investments and insurance needs. Monica is dedicated to providing her clients with personalized financial advice and services.
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.
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2
TX
09/20/2024 - Present
Osaic Wealth, Inc. (El Paso TX)
TX
08/30/2019 - 08/23/2024
TRIAD ADVISORS LLC (El Paso TX)
TX
04/15/2016 - 08/30/2019
M HOLDINGS SECURITIES, INC. (El Paso TX)
TX
08/28/2009 - 05/02/2016
INVESTORS CAPITAL CORP. (EL PASO TX)
TX
09/02/1988 - 08/26/2009
SECURIAN FINANCIAL SERVICES, INC. (EL PASO TX)
IA
Issued 09/30/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/06/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/09/1999
Series 7 - General Securities Representative Examination
BC
Issued 08/27/1988
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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