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Monica Shaia

Deloitte Corporate Finance LLC

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About Monica Shaia

Monica Shaia is a financial professional with experience in the industry since 2022. She is currently registered with Deloitte Corporate Finance LLC in Charlotte, NC. Monica holds licenses in the following areas: Series 63, Series 79TO, and SIE. Monica is registered in various states, including California, Florida, Georgia, Illinois, Maryland, New York, North Carolina, Texas, and Utah.

Firm Information

Monica Shaia is currently registered with Deloitte Corporate Finance LLC. Deloitte Corporate Finance LLC is a Limited Liability Company that was formed on January 2, 2001. The firm is registered in all 50 states, the District of Columbia, and Puerto Rico, as well as with the SEC.

Not reported

Assets Under Management

Not reported

Total Clients

46

Total Financial Advisors

Services Offered

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.

Fee Structure

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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Monica Shaia’s Registration & Firm History

NC

07/08/2022 - Present

Deloitte Corporate Finance LLC (CHARLOTTE NC)

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Licenses & Designations

BC

Issued 05/06/2022

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 07/08/2022

Series 79TO - Investment Banking Registered Representative Examination

BC

Issued 03/30/2022

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Monica Shaia.
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