Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Monika? Claim Your ProfileMonika Kedzierawska is a financial professional with over 20 years of experience in the industry. Monika is currently a Registered Representative at Wintrust Investments LLC, a firm based in Chicago, Illinois. Monika has also held previous roles at Focused Investments L.L.C., also in Chicago. Monika holds the Series 7, Series 63, Series 99TO and SIE licenses. Monika is licensed in all 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.
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.
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.
A percentage of the total value of assets under management is charged.
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IL
02/25/2003 - Present
Wintrust Investments LLC (CHICAGO IL)
IL
03/22/2002 - 12/07/2006
FOCUSED INVESTMENTS L.L.C. (CHICAGO IL)
BC
Issued 08/28/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/21/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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