Monica Dwyer, financial advisor West Chester OH

Monica Dwyer

CRD Number: 4941189
Current Firm: Harvest Financial Advisors, LLC

Monica Dwyer (CRD# 4941189) is an Investment Advisor Representative working at Harvest Financial Advisors, LLC in West Chester, OH and has over 18 years of experience in the finance industry. Monica Dwyer has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Harvest Financial Advisors. LLC West Chester, OH Mar 2018 - Current 6
Fidelity Brokerage Sevices LLC Blue Ash, OH Nov 2004 - Mar 2018 13
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 2005
S66 NASAA Uniform Combined State Law Examination Sep 2009
Contact Info for Monica L. Dwyer
By the Numbers
  • Total Assets Under Management
    406
    MILLIONS
  • Total Number of Accounts
    1,115
    ACCOUNTS
  • Average Account Value
    $364,420
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States

FL, IN, KY, NE, OH, PA, TX, VA

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