ADVISOR BIO

Mona Manqing Choi is a financial advisor at Wells Fargo Clearing Services, LLC, with a focus on providing financial advice to individuals and businesses. Mona Choi is a registered representative with FINRA and holds Series 6, 7, and 63 licenses. Mona Choi has been active in the financial services industry since 2013.

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ADVISOR BIO

Mona Corbett is an investment advisor representative currently working for Osaic Wealth, Inc. in Vista, CA. Mona has been in the financial services industry since 1999 and is active in both the Broker-Dealer and Investment Advisor spaces. Mona also holds Series 6, 7, 63, and 66 licenses. In addition to her role at Osaic Wealth, Inc., Mona is also a Certified Exit Planning Advisor, providing specialized guidance to business owners seeking to transition their enterprises.

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ADVISOR BIO

Mona Hurtado is a registered representative and investment advisor representative with Enduring Wealth Advisors. Mona is registered with FINRA and the state of California. Mona has been in the securities industry since September 8, 2021. Mona has a Series 7, 66 and SIE license. Mona specializes in providing financial planning and investment advice. Mona works with individuals, high-net-worth individuals, corporations, and other businesses. Mona's firm, Enduring Wealth Advisors, is located in Temecula, CA.

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ADVISOR BIO

Monessa Cruz Santiago is a financial advisor with over 20 years of experience in the industry. Monessa is registered with Assetmark, Inc. and is based in Concord, CA. Monessa also has experience with Capital Brokerage Corporation, Genworth Financial Securities Corporation, and Assante Capital Management Inc. Monessa holds a Series 63, Series 65, Series 7, Series 24, and Series 4 license. Monessa specializes in working with individuals, investment companies, and pension plans. Monessa is a senior strategic accounts manager for Assetmark, Inc. and is affiliated with Assetmark Brokerage, LLC.

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Monette J Marino is a financial advisor currently registered with Merrill Lynch, Pierce, Fenner & Smith Inc. Monette Marino has been working in the financial industry since January 23, 2013. Monette is licensed to offer securities advice and investment advisory services in multiple states. Monette is also an active participant in a number of community organizations.

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ADVISOR BIO

Mong Thanh Lam is a financial advisor with over 30 years of experience in the industry. Mong Thanh Lam is currently registered with Transamerica Financial Advisors, Inc. and has been with the firm since January 2012. Mong Thanh Lam specializes in portfolio management for both individuals and investment companies. Mong Thanh Lam also offers selection of other advisers. Mong Thanh Lam is registered in 33 states and has held a Series 6, Series 26, and Series 63 license. Mong Thanh Lam has also passed the Securities Industry Essentials (SIE) exam.

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ADVISOR BIO

Mongens Chiu Yu is a financial professional with over 30 years of experience in the securities industry. Mongens Yu has a strong track record of success in providing financial advice to individuals, families, and businesses. Mongens Yu holds a Series 6, 7, 22, and SIE license, as well as a Series 63 license. Mongens Yu is currently registered with Packerland Brokerage Services, Inc., and has a BC scope of registration in California and Washington. Previously, Mongens Yu worked for several other firms, including GLOBALINK SECURITIES, INC., TRANSAMERICA FINANCIAL ADVISORS, INC., OGILVIE SECURITY ADVISORS CORPORATION, BARABAN SECURITIES, INC., LASALLE ST SECURITIES, L.L.C., FSC SECURITIES CORPORATION, GNA SECURITIES, INC., AMERICAN EXPRESS FINANCIAL ADVISORS INC., and IDS FINANCIAL SERVICES INC. Mongens Yu specializes in providing financial planning, pension consulting, educational seminars, and portfolio management for individuals. Mongens Yu is committed to helping clients achieve their financial goals.

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ADVISOR BIO

Monica Landis is a registered representative with J.p. Morgan Securities LLC, located in ANAHEIM, CA. Monica is active in the securities industry and has passed the Uniform Securities Agent State Law Examination (Series 63), Investment Company Products/Variable Contracts Representative Examination (Series 6TO), and Securities Industry Essentials Examination (SIE). Monica Landis is licensed in California.

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Monica Ambrose is a registered representative of Wells Fargo Clearing Services, LLC. Monica has been in the financial services industry since March 2014 and is currently registered in California and Texas. Monica has passed the Securities Industry Essentials Examination (SIE) and the General Securities Representative Examination (Series 7TO). Monica's current office location is at 770 TAMALPAIS DR STE 400, CORTE MADERA, CA 94925. Monica has a history of working with clients including individuals, high-net-worth individuals, corporations, charitable organizations, and pension and profit-sharing plans.

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ADVISOR BIO

Monica Flores Roman is a financial advisor with Transamerica Financial Advisors, Inc. Monica is a registered representative with the state of California and holds the Series 6, Series 63 and SIE licenses. Monica has been in the financial industry since 2009 and has experience in various financial services. Monica has a strong track record of working with a wide range of clients, including individuals, families, businesses and retirement plans. Monica is dedicated to helping clients achieve their financial goals.

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