Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Monika? Claim Your ProfileMonika Maria Panger is a registered investment advisor representative in Pennsylvania. Monika has been in the financial services industry since 2000. Currently, Monika is affiliated with 1919 Investment Counsel, LLC and has held previous positions at Deutsche Bank Securities Inc., Scudder Investor Services, Inc. and Brown Brothers Harriman & Co.. Monika holds a Series 7, Series 63, and Series 65 license.
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.
Strategic management for diversified investment portfolios.
Nondiscretionary investment advice and certain family office services
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.
Asset-based fees for nondiscretionary model advice
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2
PA
01/04/2005 - Present
1919 Investment Counsel, LLC (PHILADELPHIA PA)
NY
10/21/2003 - 01/13/2005
DEUTSCHE BANK SECURITIES INC. (NEW YORK NY)
NY
09/23/2002 - 10/21/2003
SCUDDER INVESTOR SERVICES, INC. (NEW YORK NY)
NY
10/01/2000 - 07/19/2002
BROWN BROTHERS HARRIMAN & CO. (NEW YORK NY)
BC
Issued 11/05/2002
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 01/31/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2000
Series 7 - General Securities Representative Examination
Active
Inactive
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