Monica Szakos, financial advisor Carlsbad CA
90 score

Monica Szakos

CRD Number: 5914794
Current Firm: Axxcess Wealth Management, LLC

Monica Szakos (CRD# 5914794) is an Investment Advisor Representative working at Axxcess Wealth Management, LLC in Carlsbad, CA and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Axxcess Wealth Management Carlsbad, CA Nov 2016 - Current 1
Arete Wealth Management LLC Chicago, IL Nov 2016 - Current 1
Asset Preservation Strategies, Inc. San Diego, CA Apr 2011 - Current 7
Securities America Advisors Inc. Omaha, NE Aug 2014 - Nov 2016 2
Securities America, Inc. San Diego, CA Feb 2013 - Nov 2016 3
Rpr Partners, LLP San Diego, CA Nov 2010 - Apr 2011 < 1
Monica Szakos Self Employed San Diego, CA Jun 2006 - Nov 2010 4
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Aug 2014
Contact Info for Monica Szakos
Phone Number: 858-217-5347
Registered State(s):
  • AZ
  • TX
  • CA
  • FL
  • ID
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States


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

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