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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Patricia? Claim Your ProfilePatricia Monilaws is an investment advisor representative with Lion Street Advisors, LLC. She is based in Fargo, North Dakota and has been in the financial industry since 2003. Patricia has a wide range of experience, having worked for firms such as Park Avenue Securities LLC, OneAmerica Securities, Inc. and Washington Square Securities, Inc. Patricia is a licensed investment advisor representative in North Dakota and a registered securities agent in Minnesota and North Dakota. She holds the Series 6, Series 63, and Series 65 licenses, as well as the SIE exam. Patricia is also a member of the Red River Valley Estate Planning Council.
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.
1
2
ND
04/29/2019 - Present
Lion Street Advisors, LLC (Fargo ND)
ND
02/28/2006 - 05/21/2015
PARK AVENUE SECURITIES LLC (Fargo ND)
IN
03/15/2005 - 09/14/2005
ONEAMERICA SECURITIES, INC. (INDIANAPOLIS IN)
CT
03/06/2000 - 03/11/2002
WASHINGTON SQUARE SECURITIES, INC. (WINDSOR CT)
IA
Issued 01/31/2019
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/28/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/14/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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