Monique Ellis (CRD# 6900927) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Mableton, GA and has over 6 years of experience in the finance industry.
CRD# 7069825
Beacon Global Advisor Network, LLC
CRD# 5338514
Rollins Financial Advisors, LLC
CRD# 5822473
Rockefeller Capital Management
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Fidelity Investments | Salt Lake City, UT | Feb 2021 - Current | 3 |
| Smart Money Accountability Coaching, LLC | Mableton, GA | Feb 2020 - Jan 2021 | < 1 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Atlanta, GA | Jan 2019 - Sep 2020 | 1 |
| Unemployed | Mableton, GA | Sep 2019 - Jan 2020 | < 1 |
| Bank Of America, N.a. | Atlanta, GA | Jun 2014 - Dec 2018 | 4 |
| Dekalb County Police Department | Tucker, GA | Feb 2005 - Jun 2014 | 9 |
| Sowing Seeds Of Success, Inc. | Atlanta, GA | May 2008 - May 2014 | 6 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Apr 2018 |
- GA
- TX
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Total Assets Under Management818,776MILLIONS
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Total Number of Accounts1,991,043ACCOUNTS
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Average Account Value$411,230
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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