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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Monique? Claim Your ProfileMonique Neal-corotis is a financial advisor with over 30 years of experience in the financial services industry. Monique is registered with Edward Jones and has held registrations with Prudential-Bache Securities Inc. and Resource Development International, LTD. Monique holds the Series 3, 7, and 66 securities licenses as well as the SIE. Monique is licensed to provide financial advice and securities services in Arizona, California, Colorado, Florida, Idaho, Illinois, Maryland, Nebraska, Nevada, New Jersey, New York, North Carolina, Tennessee, Texas, Virginia and Washington. Monique specializes in providing financial planning, portfolio management for individuals and businesses, and pension consulting. Monique works with clients of all types, including individuals, families, businesses, trusts, and estates. Monique is committed to providing her clients with personalized financial advice that meets their individual needs and 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.
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.
A percentage of the total value of assets under management is charged.
See schedule d - miscellaneous
1
2
CA
04/18/2022 - Present
Edward Jones (SAN DIEGO CA)
NA
05/14/1987 - 02/01/1990
PRUDENTIAL-BACHE SECURITIES INC.
NA
07/24/1985 - 05/11/1987
RESOURCE DEVELOPMENT INTERNATIONAL, LTD.
BOTH
Issued 01/10/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/23/2014
Series 7 - General Securities Representative Examination
BC
Issued 10/27/1989
Series 3 - National Commodity Futures Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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