Monica KnowlesCRD Number: 1087761
Current Firm: Charles Schwab & Company, Inc.
Monica Knowles (CRD# 1087761) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Novi, MI and has over 22 years of experience in the finance industry.
Pathway Financial Planning
Chisholm & Darden Investment Advisors, Inc.
Plante Moran Financial Advisors
|Charles Schwab & Company, Inc.||Novi, MI||Jun 2014 - Current||3|
|Morley Financial Services, Inc.||Portland, OR||Nov 2006 - Jun 2014||7|
|Princor Financial Services Corporation||Portland, OR||Sep 2007 - Sep 2012||5|
|Gartmore Distribution Services, Inc.||Conshohocken, PA||Jan 2007 - Aug 2007||< 1|
|J.p. Morgan Securities Inc.||Detroit, MI||Sep 2006 - Nov 2006||< 1|
|J.p. Morgan Securities Inc.||Detroit, MI||Jul 2006 - Nov 2006||< 1|
|Banc One Securities Corporation||Detroit, MI||May 2005 - Nov 2006||1|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Oct 1994|
|S65||NASAA Investment Advisors Law Examination||Mar 1997|
Total Assets Under Management0MILLIONS
Total Number of Accounts0ACCOUNTS
Average Account Value$0
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Selection of other advisers (including private fund managers)
AK, AL, AR, 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