Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Monica? Claim Your ProfileMonica Bucciarelli is an investment advisor representative at Townsquare Capital, LLC. Monica has been in the financial services industry since 2004 and is registered with the state of Utah and Louisiana. Monica has experience working with high net worth individuals, pooled investment vehicles, corporations, and other businesses. Monica holds a Chartered Financial Analyst designation. Monica has a strong background in portfolio management and has experience providing sub-advisory services, pension consulting, and selection of other advisors.
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.
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.
Sub-advisory services
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.
1
2
UT
10/12/2017 - Present
Townsquare Capital, LLC (PROVO UT)
UT
01/11/2016 - 10/02/2017
ALLEGIS INVESTMENT SERVICES, LLC (SOUTH JORDAN UT)
AL
06/05/2015 - 09/11/2015
STIFEL, NICOLAUS & COMPANY, INCORPORATED (BIRMINGHAM AL)
AL
02/27/2013 - 06/05/2015
STERNE, AGEE & LEACH, INC. (BIRMINGHAM AL)
TN
04/10/2006 - 01/25/2013
FTN FINANCIAL SECURITIES CORP (MEMPHIS TN)
AL
12/10/2004 - 01/25/2006
FNBB CAPITAL MARKETS, LLC (BIRMINGHAM AL)
IA
Issued 03/11/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/17/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/24/2006
Series 24 - General Securities Principal Examination
BC
Issued 10/15/2004
Series 28 - Introducing Broker/Dealer Financial Operations Principal Examination
BC
Issued 09/16/1997
Series 53 - Municipal Securities Principal Examination
BC
Issued 10/02/2017
SIE - Securities Industry Essentials Examination
BC
Issued 05/23/2006
Series 7 - General Securities Representative Examination
BC
Issued 09/22/1997
Series 52 - Municipal Securities Representative Examination
Active
Inactive
Not sure Monica Bucciarelli is the right advisor for you? Invested Better is here to help.
