ADVISOR BIO

Monica Alvarez is a financial advisor with over 10 years of experience in the industry. She is currently registered with Independent Financial Group, LLC in San Diego, CA. Previously, Monica was with LPL Financial LLC and First Investors Corporation. She holds the Series 7, 6, 63, 65, 24 and 99TO licenses. Monica specializes in providing financial planning, portfolio management for individuals and businesses, and pension consulting. She works with a variety of clients, including individuals, high-net-worth individuals, families, businesses, and pension and profit-sharing plans. Monica is committed to providing her clients with personalized financial advice and guidance to help them achieve their financial goals.

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ADVISOR BIO

Monica Escobar Rangel is a financial advisor with over 17 years of experience in the industry. Monica is a registered representative in California and an investment advisor representative with Eagle Strategies LLC. Monica offers financial planning, educational seminars, portfolio management for businesses, and portfolio management for individuals. Monica has a Series 6, 7, 63 and 65 licenses as well as the SIE exam.

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ADVISOR BIO

Monica Selena Park is a financial advisor registered with Merrill Lynch, Pierce, Fenner & Smith Inc. Monica Park has been working in the financial industry for over 16 years. She is licensed to provide financial advice in 48 states and is active in both broker-dealer and investment advisor capacities. Monica Park has experience working with a variety of clients, including high-net-worth individuals, corporations, and charitable organizations.

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ADVISOR BIO

Monica Sullivan is a financial advisor at Ameriprise Financial Services, LLC. Monica has been in the industry since April 2008 and is registered with the state of California and Texas as a registered representative and investment advisor representative. Monica has a strong background in financial planning and investment management, and is dedicated to helping her clients achieve their financial goals.

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ADVISOR BIO

Monica Piepenkotter is a financial advisor with over 25 years of experience in the industry. Monica is currently registered with Merrill Lynch, Pierce, Fenner & Smith Inc. in California and Texas. Monica specializes in providing financial advice to individuals, businesses, and charitable organizations. Monica has worked with a wide range of clients, from high-net-worth individuals to corporations. Monica has experience in portfolio management, financial planning, and pension consulting.

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ADVISOR BIO

Monica Chandra is a financial advisor with over 18 years of experience in the industry. Monica holds a Series 66, 63 and 7 license and is a Certified Financial Planner. Monica has worked at various firms including CUNA Brokerage Services, Inc., LPL Financial LLC and WM Financial Services, Inc. Monica is currently registered with Osaic Institutions, Inc. and provides services such as financial planning, pension consulting, educational seminars, selection of other advisers, and portfolio management for individuals.

SPECIALIZATIONS

ADVISOR BIO

Monica Schmidt is an investment advisor representative with UBS Financial Services Inc. Monica has been in the financial industry since 2006 and has a wide range of experience in securities and investment advising. Monica has held positions at several firms, including J.P. Morgan Securities LLC, AssetMark Brokerage, LLC, and Capital Brokerage Corporation. Monica is a registered investment advisor in California and is also licensed to sell securities in Maryland and Tennessee.

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ADVISOR BIO

Monica Moreno Nagami is a financial advisor registered with Nuveen Asset Management, LLC. Monica has been in the industry since October 31, 2016. Monica is licensed in 53 states and holds the Series 66, Series 7 and SIE licenses. Monica is registered with FINRA and is a registered investment advisor in California and Illinois.

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ADVISOR BIO

Monica Cardenas is a registered representative with CUSO Financial Services, LP and has been in the financial services industry since 2020. Monica has a Series 66, Series 7TO, Series 6TO and SIE license and is registered in California. Monica's previous roles include Wescom Financial Services and Wells Fargo Clearing Services, LLC.

SPECIALIZATIONS

ADVISOR BIO

Monica Timmons is a financial advisor with over 30 years of experience in the industry. Monica currently works at Merrill Lynch, Pierce, Fenner & Smith Inc. in Temecula, CA. Prior to joining Merrill Lynch, Monica worked at Stifel, Nicolaus & Company, Incorporated in Columbus, OH and Merrill Lynch, Pierce, Fenner & Smith Incorporated in Charlotte, NC. Monica is licensed to provide financial advice in 44 states. Monica holds Series 63, 66 and 7 licenses, and the SIE exam. Monica is registered as an investment advisor representative in Texas and California. Monica has also worked as the owner of a dog boarding and training business in Fallbrook, CA.

SPECIALIZATIONS