Years of Experience
5-20+ Years
Santa Cruz, CA
18 Years Experience
0 Disclosures
ADVISOR BIO
Monica Marie Carney is a financial advisor with Morgan Stanley. Monica has been in the financial industry since December 4, 2007. Monica is licensed to provide investment advice in 39 states. Monica is also a registered representative of Morgan Stanley. Monica has a Series 7, Series 66, and SIE licenses. Monica is currently licensed in California and Texas. Monica can provide advice on investment, financial planning, pension consulting, and portfolio management for individuals, businesses, and investment companies.
SPECIALIZATIONS
CLOVERDALE, CA
1 Years Experience
0 Disclosures
ADVISOR BIO
Monica Esquivel is a registered representative with Edward Jones and has been in the financial services industry for over 10 years. Monica is licensed to offer financial services in California, Texas, and several other states. Monica has a strong track record of success in helping clients achieve their financial goals. Monica specializes in financial planning, pension consulting, and portfolio management for individuals and businesses.
SPECIALIZATIONS
SANTA BARBARA, CA
26 Years Experience
1 Disclosures
ADVISOR BIO
Monica Williams is a financial advisor with Stifel, Nicolaus & Company, Inc. Monica has been in the financial services industry since October 1999 and is registered with the Financial Industry Regulatory Authority (FINRA) as well as the state of California. Monica holds the Series 3, 7, 31, and 63 securities licenses and the Series 65 investment advisor license. Monica is also a member of the Development Committee at Opera Santa Barbara, which she says takes up about 3 hours per month during securities trading hours.
SPECIALIZATIONS
LOS ANGELES, CA
19 Years Experience
0 Disclosures
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.
SPECIALIZATIONS
WALNUT CREEK, CA
17 Years Experience
0 Disclosures
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.
SPECIALIZATIONS
TEMECULA, CA
31 Years Experience
0 Disclosures
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
Los Angeles, CA
9 Years Experience
0 Disclosures
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.
SPECIALIZATIONS
Garden Grove, CA
21 Years Experience
0 Disclosures
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
Anaheim, CA
4 Years Experience
0 Disclosures
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
Long Beach, CA
10 Years Experience
0 Disclosures
ADVISOR BIO
Monica Gochioco Dickson is an Investment Advisor Representative with Edward Jones. Monica is a Certified Financial Planner with over 8 years of experience in the financial services industry. Monica is registered to provide financial advice in Arizona, California, Connecticut, Georgia, Ohio, Texas, Virginia, and Washington. Monica also holds the Series 66, Series 7, and SIE licenses. Monica is dedicated to providing personalized financial planning services to individuals and families. Monica specializes in retirement planning, college savings, and estate planning. Monica's goal is to help clients achieve their financial goals and live a secure and prosperous life.
SPECIALIZATIONS
