Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Monique? Claim Your ProfileMonique Cynthia Ryan is an investment advisor representative at Cambridge Investment Research Advisors, Inc. Monique is a registered investment advisor in Texas and South Carolina. Monique has been in the financial services industry since 2010. Monique is a licensed insurance agent, and also provides insurance and benefits consulting. Monique has extensive experience in providing financial planning and investment advice to individuals and families. Monique is committed to helping her clients achieve 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
SC
08/21/2023 - Present
Cambridge Investment Research Advisors, Inc. (Fort Mill SC)
SC
03/30/2020 - 08/25/2023
PRUCO SECURITIES, LLC. (Ft Mill SC)
NC
08/10/2010 - 02/26/2020
PRUCO SECURITIES, LLC. (CHARLOTTE NC)
IA
Issued 06/27/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/03/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/09/2010
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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