Monica E. Felton
Professional summary
Monica Elliott Felton, CFP®, who also goes by Monica Elliott Felton Ms, is a registered financial advisor currently at THE ELLIOTT GROUP located in Scottsdale, Arizona.
Monica is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2010. Monica has worked at 2 firms and has passed the Series 65, Series 63 and Series 6 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Monica Elliott Felton's CRS (Customer Relationship Summary).
Certified licenses
Start date: 2012
Experience
July 31, 2013 - Present
THE ELLIOTT GROUP
September 9, 2010 - January 23, 2013
ONEAMERICA SECURITIES, INC.
August 4, 2010 - January 23, 2013
ONEAMERICA SECURITIES, INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(7/31/2013)
Exams
Current Firm
THE ELLIOTT GROUP
CRD#: 168512 / SEC#:
Contact information
Red Flags
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