Unclaimed
Monique Allan is a financial advisor with over 20 years of experience in the industry. Monique currently holds Series 6, 63 and 65 licenses and is registered with the state of Arizona and Florida. Monique is affiliated with Country Capital Management Co. in MESA, Arizona.
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.
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.
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2
AZ
04/06/1999 - Present
Country Capital Management Co. (MESA AZ)
IA
Issued 06/09/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/07/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/05/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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