Monica Cleves (CRD# 4668953) is an Investment Advisor Representative working at Vectorglobal Iag, Inc. in Miami, FL and has over 9 years of experience in the finance industry.
CRD# 1612984
Genesis Wealth Management, Inc.
CRD# 2311221
Kingsview Wealth Management, LLC
CRD# 4563511
Efg Asset Management (americas) Corp.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Vectorglobal Iag, Inc. | Miami, FL | Feb 2015 - Current | 8 |
| Vectorglobal Wng | Miami, FL | May 2010 - Current | 13 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Oct 2014 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- FL
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Total Assets Under Management1,066MILLIONS
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Total Number of Accounts1,523ACCOUNTS
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Average Account Value$699,762
- A percentage of assets under your management
- Performance-based fees
- Portfolio management for individuals and/or small businesses
CA, FL, IL, TX
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