Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sita? Claim Your ProfileSita Marie Monti is an active investment advisor representative with Empower Advisory Group, LLC. Sita has been in the financial services industry since 2010. Prior to joining Empower Advisory Group, LLC, Sita worked at Morgan Stanley and E*TRADE Securities LLC. Sita is registered with the state of Florida and has passed the Series 63, 65, 66, 7, and SIE exams. Sita is also a Certified Financial Planner. Sita's main focus is on financial planning, portfolio management, and educational seminars.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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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2
FL
04/23/2024 - Present
Empower Advisory Group, LLC (Tampa FL)
FL
01/11/2023 - 02/22/2024
MORGAN STANLEY (Temple Terrace FL)
FL
11/18/2020 - 09/05/2023
E*TRADE SECURITIES LLC (Temple Terrace FL)
FL
08/30/2019 - 07/15/2020
AMERIPRISE FINANCIAL SERVICES, LLC (Tampa FL)
FL
10/17/2016 - 04/15/2019
AMERIPRISE FINANCIAL SERVICES, INC. (TAMPA FL)
FL
07/28/1999 - 03/29/2006
RAYMOND JAMES & ASSOCIATES, INC. (ST. PETERSBURG FL)
BOTH
Issued 02/21/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/27/1999
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 04/19/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/17/2016
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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