Monique PressleyCRD Number: 3137684
Current Firm: Stableford Capital, LLC
Monique Pressley (CRD# 3137684) is an Investment Advisor Representative working at Stableford Capital, LLC in Scottsdale, AZ and has over 17 years of experience in the finance industry.
Newman's Financial Planning
Woodbury Financial Services, Inc.
Triad Advisors, Inc.
|Purshe Kaplan Sterling Investments||Albany, NY||Nov 2015 - Current||< 1|
|Stableford Capital, LLC||Scottsdale, AZ||Nov 2014 - Current||1|
|Lincoln Financial Securities Corporation||Tempe, AZ||Sep 2013 - Nov 2014||1|
|Legacy Wealth Alliance||Tempe, AZ||Aug 2013 - Nov 2014||1|
|Showcase Honda||Phoenix, AZ||Oct 2012 - Aug 2013||< 1|
|Carmax||Gilbert, AZ||Jun 2012 - Oct 2012||< 1|
|Unemployed||Phoenix, AZ||Mar 2012 - Jun 2012||< 1|
|Morgan Keegan & Company, Inc.||Atlanta, GA||Aug 2004 - Mar 2012||7|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jan 1999|
|S66||NASAA Uniform Combined State Law Examination||Aug 2006|
Total Assets Under Management135MILLIONS
Total Number of Accounts232ACCOUNTS
Average Account Value$583,828
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
AZ, CT, GA, TX
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