Monica Wagner, financial advisor Monroe MI
93 score

Monica Wagner

CRD Number: 4462335
Current Firm: Edward Jones

Monica Wagner (CRD# 4462335) is an Investment Advisor Representative working at Edward Jones in Monroe, MI and has over 15 years of experience in the finance industry.

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Company Name Location Dates Years
Edward Jones St Louis, MO May 2010 - Current 6
Unemployment-state Of Ohio Toledo, OH Feb 2010 - May 2010 < 1
Citifinancial Toledo, OH Jan 2008 - Feb 2010 2
Unemployment-state Of Michigan Monroe, MI Apr 2007 - Jan 2008 < 1
Links At Lake Erie Monroe, MI Jun 2002 - Sep 2007 5
Cit Group Bloomfield Hills, MI Aug 2005 - Apr 2007 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Nov 2001
S66 NASAA Uniform Combined State Law Examination Jun 2010
Contact Info for Monica M. Wagner
Phone Number: 314-515-2000
Registered State(s):
  • MI
By the Numbers
  • Total Assets Under Management
    140,424
    MILLIONS
  • Total Number of Accounts
    777,048
    ACCOUNTS
  • Average Account Value
    $180,715
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • 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)
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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