Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Szablis? Claim Your ProfileMonique Szablis Klee is a financial advisor with over 20 years of experience in the industry. Szablis Klee is registered with the state of Minnesota and is a registered representative with United Planners' Financial Services of America A Limited Partner. Szablis Klee has previously worked with PROEQUITIES, INC., GENEOS WEALTH MANAGEMENT, INC., TCF INVESTMENTS, INC., and MARQUETTE FINANCIAL GROUP, INC. Szablis Klee specializes in providing financial planning and portfolio management services to individuals, businesses, and charitable organizations.
7333 EAST DOUBLETREE RANCH RD, SUITE 120
SCOTTSDALE, AZ 85258
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
MN
01/16/2020 - Present
United Planners' Financial Services OF America A Limited Partner (ROCHESTER MN)
MN
11/14/2011 - 02/10/2020
PROEQUITIES, INC. (ROCHESTER MN)
MN
01/06/2006 - 11/21/2011
GENEOS WEALTH MANAGEMENT, INC. (ROCHESTER MN)
MN
04/19/2002 - 08/01/2005
TCF INVESTMENTS, INC. (MINNEAPOLIS MN)
MN
04/26/2000 - 01/08/2002
MARQUETTE FINANCIAL GROUP, INC. (MINNEAPOLIS MN)
BOTH
Issued 05/30/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/20/2007
Series 53 - Municipal Securities Principal Examination
BC
Issued 01/02/2002
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/25/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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