Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Monika? Claim Your ProfileMonika Crossley is a financial advisor currently registered with Cambridge Investment Research Advisors, Inc. Monika has been in the financial services industry since 2008. She is licensed in Louisiana and Texas and has a Series 6, 7 and 66 license, as well as the Securities Industry Essentials Examination (SIE). Monika previously worked at Park Avenue Securities LLC, Morgan Keegan & Company, Inc., and Chase Investment Services Corp. Her experience spans various financial products and services, including portfolio management, financial planning, and insurance. Monika is dedicated to helping clients reach 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.
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.
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.
Solicitation fees from 3rd party money managers
1
2
LA
09/09/2015 - Present
Cambridge Investment Research Advisors, Inc. (Metairie LA)
LA
03/13/2012 - 09/09/2015
PARK AVENUE SECURITIES LLC (METAIRIE LA)
LA
04/26/2010 - 03/05/2012
MORGAN KEEGAN & COMPANY, INC. (NEW ORLEANS LA)
LA
01/09/2008 - 04/13/2010
CHASE INVESTMENT SERVICES CORP. (METAIRIE LA)
BOTH
Issued 10/15/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/15/2009
Series 7 - General Securities Representative Examination
BC
Issued 01/08/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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