Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Monica? Claim Your ProfileMonica Thomas is a financial advisor with over 20 years of experience in the financial services industry. Monica is currently registered with PFS Investments Inc. and holds the Series 6, 26, and 63 licenses. Monica has a history with PFS Investments Inc. dating back to 2001. Monica specializes in providing portfolio management services to individuals.
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.
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.
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IA
01/14/2023 - Present
PFS Investments Inc. (HIAWATHA IA)
IA
01/16/2020 - 12/31/2022
PFS INVESTMENTS INC. (HIAWATHA IA)
IL
03/26/2013 - 12/31/2019
PFS INVESTMENTS INC. (DES PLAINES IL)
IL
01/10/2008 - 12/31/2010
PFS INVESTMENTS INC. (CHICAGO IL)
GA
05/22/2001 - 12/31/2007
PFS INVESTMENTS INC. (DULUTH GA)
BC
Issued 11/13/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/26/2006
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/21/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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