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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Monika? Claim Your ProfileMonika Alison Endrizzi is a financial advisor who is currently affiliated with Morgan Stanley. Monika has over 14 years of experience in the financial services industry. Monika holds Series 66, SIE, and Series 7 licenses. She has previously worked with E*TRADE SECURITIES LLC, SOLIUM FINANCIAL SERVICES LLC, and Wedbush Securities Inc. Monika has worked in various locations such as Jersey City, NJ, Woodcliff Lake, NJ, Palo Alto, CA, Los Angeles, CA, and Santa Rosa, CA.
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.
Comprehensive financial plans to help you achieve your personal and business 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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
NY
09/30/2020 - Present
Morgan Stanley (PURCHASE NY)
NJ
07/13/2022 - 09/05/2023
E*TRADE SECURITIES LLC (JERSEY CITY NJ)
NJ
04/27/2018 - 09/30/2020
SOLIUM FINANCIAL SERVICES LLC (WOODCLIFF LAKE NJ)
CA
07/30/2014 - 01/15/2016
MORGAN STANLEY (PALO ALTO CA)
CA
10/12/2009 - 07/16/2014
WEDBUSH SECURITIES INC. (LOS ANGELES CA)
CA
07/21/2009 - 10/13/2009
GBS FINANCIAL CORP. (SANTA ROSA CA)
BOTH
Issued 05/03/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/20/2009
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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