As a seasoned analyst, investment advisor, and trader, I'm here to empower you. Together, we'll level up your financial knowledge, sharpen your trading skills, and build a robust trading portfolio.
We help transform the world's most important businesses into vigorous, agile organizations that anticipate the unpredictable, adapt rapidly to disruption and outcompete their opposition.
We work with clients who do not hide from the future but want to define it, clients with high potential and high ambition , determined to adapt and become enduring winners.
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Monica began her career in the financial industry in 2011. Prior to that, she completed a rigorous academic program, obtaining her degree, early certifications including the Series 7, 6, and 63 exams, demonstrating a strong foundation in securities and investments.
In October 2011, Monica joined Wells Fargo Clearing Services, LLC, marking her official entry into the financial services industry. During her tenure, Monica quickly established herself as a reliable and knowledgeable professional, contributing to several projects.
Monica further expanded her expertise by obtaining the Series 66 exam in 2021, qualifying her to provide comprehensive investment advice. Shortly thereafter, Monica joined Wells Fargo Advisors, taking on a more strategic role within the firm. Monica's ability to navigate complex financial markets and provide tailored solutions to clients has been instrumental in her success.
Monica is more than just a seasoned financial broker—she's a consultant celebrated for her exceptional achievements.
With her deep expertise and dedicated team, Monica creates tailored financial strategies for both individuals and businesses.
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