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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 Nicotera is a financial advisor with over 17 years of experience in the industry. Monika is currently registered with Morgan Stanley in Atlanta, GA, and is also registered as a resident investment advisor representative in Texas. Monika has previously been registered with MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED in Atlanta, GA. Monika has passed several industry exams including the Series 66, Series 31, and Series 7. She is also a registered representative in 37 states.
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
GA
03/19/2020 - Present
Morgan Stanley (Atlanta GA)
GA
01/24/2005 - 05/07/2012
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (ATLANTA GA)
BOTH
Issued 05/27/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/23/2013
Series 31 - Futures Managed Funds Examination
BC
Issued 01/21/2005
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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