Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Monique? Claim Your ProfileMonique Aleshia Napue is a financial professional with over 12 years of experience in the industry. Monique is currently registered with Charles Schwab & Co., Inc. and is located in Lone Tree, CO. Monique has held previous roles at J.P. MORGAN INSTITUTIONAL INVESTMENTS INC., JACKSON NATIONAL LIFE DISTRIBUTORS LLC, FIRST INVESTORS CORPORATION, TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC, and GWFS EQUITIES, INC. Monique holds a Series 6, 7, and 63 licenses, and the SIE exam. Monique's specializations include financial planning, selection of other advisers and wrap fee program sponsor and financial planning advisor referral program. Monique's experience includes a diverse set of clients, including high net worth individuals, corporations, and individuals other than high net worth.
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.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
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2
CO
05/17/2018 - Present
Charles Schwab & CO., Inc. (Lone Tree CO)
CO
05/11/2009 - 05/03/2010
J.P. MORGAN INSTITUTIONAL INVESTMENTS INC. (ENGLEWOOD CO)
CO
10/03/2007 - 04/14/2009
JACKSON NATIONAL LIFE DISTRIBUTORS LLC (DENVER CO)
CO
04/27/2007 - 08/20/2007
FIRST INVESTORS CORPORATION (DENVER CO)
NC
03/23/2005 - 04/20/2006
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (CHARLOTTE NC)
CO
11/07/2000 - 01/31/2005
GWFS EQUITIES, INC. (GREENWOOD VILLAGE CO)
BC
Issued 02/27/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/17/2018
Series 7 - General Securities Representative Examination
BC
Issued 11/06/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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