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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Monica? Claim Your ProfileMonica Selena Park is a financial advisor registered with Merrill Lynch, Pierce, Fenner & Smith Inc. Monica Park has been working in the financial industry for over 16 years. She is licensed to provide financial advice in 48 states and is active in both broker-dealer and investment advisor capacities. Monica Park has experience working with a variety of clients, including high-net-worth individuals, corporations, and charitable organizations.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
CA
10/16/2013 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (SAN MATEO CA)
CA
06/01/2009 - 08/28/2013
MORGAN STANLEY (SAN MATEO CA)
CA
05/31/2007 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (SAN MATEO CA)
BOTH
Issued 03/11/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/12/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/30/2007
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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