Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Monika? Claim Your ProfileMonika Love is a financial advisor with over 25 years of experience in the industry. Monika has been with Wells Fargo Clearing Services, LLC since May 2019. Prior to that, Monika was employed at Merrill Lynch, Pierce, Fenner & Smith Incorporated and MML Investors Services, LLC. Monika offers a variety of financial services, including investment consulting services to institutional clients, financial planning, pension consulting, selection of other advisors, and portfolio management for both individuals and businesses. Monika is registered to provide investment advice in multiple states and holds several industry certifications.
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.
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.
Investment consulting services to institutional clients
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.
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2
CA
05/30/2019 - Present
Wells Fargo Clearing Services, LLC (WALNUT CREEK CA)
CA
01/14/2019 - 04/30/2019
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (SAN FRANCISCO CA)
CA
03/25/2017 - 12/26/2018
MML INVESTORS SERVICES, LLC (WALNUT CREEK CA)
CA
03/17/2014 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (WALNUT CREEK CA)
CA
06/02/2014 - 01/02/2015
NEW ENGLAND SECURITIES (WALNUT CREEK CA)
CA
04/19/2013 - 03/04/2014
AMERIPRISE FINANCIAL SERVICES, INC. (WALNUT CREEK CA)
CA
12/17/2010 - 03/28/2013
AMERIPRISE FINANCIAL SERVICES, INC. (SAN FRANCISCO CA)
CA
03/09/2002 - 03/25/2010
RBC CAPITAL MARKETS CORPORATION (WALNUT CREEK CA)
CA
04/06/2001 - 03/09/2002
SUTRO & CO. INCORPORATED (SAN FRANCISCO CA)
CA
01/14/2000 - 05/02/2001
WELLS FARGO SECURITIES INC. (SAN FRANCISCO CA)
NY
12/07/1998 - 01/14/2000
DAIN RAUSCHER INCORPORATED (NEW YORK NY)
NY
06/05/1997 - 11/25/1998
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NJ
12/11/1995 - 06/12/1997
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
IA
Issued 08/15/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/15/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/18/2001
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/24/2000
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/08/1995
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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