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Rachel Rose Monaco

Fidelity Brokerage Services LLC

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About Rachel Rose Monaco

Rachel Rose Monaco is a financial advisor registered with Fidelity Brokerage Services LLC. Rachel has been in the financial industry since January 22, 2014. Rachel has passed the Series 6, 7, and SIE exams. In addition to her registration with Fidelity Brokerage Services LLC, Rachel is also registered with the state of Florida. Prior to joining Fidelity Brokerage Services LLC, Rachel was employed by J.P. MORGAN SECURITIES LLC.

Firm Information

Rachel Monaco is currently registered with Fidelity Brokerage Services LLC. Fidelity Brokerage Services LLC is a Limited Liability Company formed on June 8, 2000. The firm is registered in 53 states and is approved by the SEC.

Not reported

Assets Under Management

Not reported

Total Clients

6,116

Total Financial Advisors

Services Offered

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.

Fee Structure

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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Rachel Monaco’s Registration & Firm History

FL

11/28/2016 - Present

Fidelity Brokerage Services LLC (JACKSONVILLE FL)

FL

04/23/2013 - 02/26/2016

J.P. MORGAN SECURITIES LLC (Jacksonville FL)

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Licenses & Designations

BC

Issued 06/03/2013

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/28/2016

Series 7 - General Securities Representative Examination

BC

Issued 04/22/2013

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

New York Stock Exchange

Disclosures

There are no public disclosures for Rachel Rose Monaco.
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