Monica Chandra (CRD# 4736611) is an Investment Advisor Representative working at Osaic Institutions, Inc. in Garden Grove, CA and has over 19 years of experience in the finance industry. Monica Chandra 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.
CRD# 1620034
Raymond James & Associates, Inc.
CRD# 6384003
Dorman Skorheim Wealth Management LLC
CRD# 2361078
Baker Jensen Investment Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Infinex Investments, Inc. | Meriden, CT | May 2022 - Current | 1 |
| Schoolsfirst Fcu | Santa Ana, CA | Aug 2018 - May 2022 | 3 |
| Cuna Brokerage Services, Inc. | Waverly, IA | Aug 2018 - May 2022 | 3 |
| Lpl Financial LLC | Fountain Valley, CA | Jan 2009 - Aug 2018 | 9 |
| Orange County's Credit Union | Fountain Valley, CA | Jun 2005 - Aug 2018 | 13 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jun 2004 |
| S66 | NASAA Uniform Combined State Law Examination | Sep 2005 |
- CA
- TX
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Total Assets Under Management3,627MILLIONS
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Total Number of Accounts8,478ACCOUNTS
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Average Account Value$427,771
- A percentage of assets under your management
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- Educational seminars/workshops
- Other
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