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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Monish? Claim Your ProfileMonish Verma is a financial advisor with over 27 years of experience in the industry. Monish is currently registered with Summit Financial, LLC and is licensed in several states, including Michigan, Georgia, Illinois, New Jersey, New York, North Carolina, Ohio, Oklahoma, Oregon, South Carolina, Texas, Virginia, and Washington. Monish has previously worked for Purshe Kaplan Sterling Investments, UBS Financial Services Inc., and Citigroup Global Markets Inc. Monish specializes in financial planning, portfolio management, and selection of other advisors. Monish is committed to providing personalized financial advice to help 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.
Helps you choose top advisors aligned with your financial goals.
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.
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MI
05/07/2021 - Present
Summit Financial, LLC (FARMINGTON HILLS MI)
MI
05/10/2021 - 03/01/2023
PURSHE KAPLAN STERLING INVESTMENTS (Farmington Hills MI)
MI
02/12/2009 - 05/18/2021
UBS FINANCIAL SERVICES INC. (FARMINGTON HILLS MI)
MI
08/02/2002 - 03/10/2009
CITIGROUP GLOBAL MARKETS INC. (FARMINGTON MI)
NY
03/21/1995 - 08/06/2002
MORGAN STANLEY DW INC. (PURCHASE NY)
IA
Issued 12/23/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/06/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/26/1999
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/28/1995
Series 31 - Futures Managed Funds Examination
BC
Issued 03/20/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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