Unclaimed
Monika Teague is a financial advisor with over 16 years of experience in the industry. Monika is a registered representative with Fidelity Brokerage Services LLC, a well-known financial services firm. She has a strong understanding of the securities industry, as evidenced by her passing of multiple industry exams including the Series 7, Series 9, Series 10, and Series 63 exams. Monika is dedicated to providing clients with personalized financial advice and helping them achieve their financial goals.
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.
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.
1
2
TX
09/29/2006 - Present
Fidelity Brokerage Services LLC (WESTLAKE TX)
BC
Issued 01/08/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/13/2017
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/31/2016
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/27/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
Not sure Monika Teague is the right advisor for you? Invested Better is here to help.