Unclaimed
Monica Veonne Black is a financial advisor with PFS Investments Inc. based in Cincinnati, OH. Monica has been in the industry since 1997. She specializes in providing portfolio management for individuals. Monica is licensed to provide investment advice in 15 states, including Florida, Georgia, Illinois, Indiana, Kentucky, Maryland, Michigan, Mississippi, New York, North Carolina, Ohio, Oklahoma, Pennsylvania and Texas.
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.
1
2
OH
11/16/2011 - Present
PFS Investments Inc. (CINCINNATI OH)
BC
Issued 01/20/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/27/2001
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/20/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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