Monique L. Pratte

GELINAS & COMPANY, CPA, PLLC

MANCHESTER, NH 03104

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CRD#: 6372475

Professional summary

Monique Lee Pratte, who also goes by Monique Lee Frechette, is a registered financial advisor currently at GELINAS & COMPANY, CPA, PLLC located in Manchester, New Hampshire.

Monique is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2014. Monique has worked at 1 firm and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Monique Lee Frechette

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Monique Lee Pratte's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

July 21, 2014 - Present

GELINAS & COMPANY, CPA, PLLC

Office #1: 36 Salmon Street, Manchester, NH 03104

RIA

CRD#: 159191

MANCHESTER, NH

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

New Hampshire
(7/21/2014)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 11/14/2012

Uniform Investment Adviser Law Examination

Current Firm

GELINAS & COMPANY, CPA, PLLC

CRD#: 159191 / SEC#:

Florida

Registered Investment Advisory firm - (6/10/2014 Approved)

New Hampshire

Registered Investment Advisory firm - (11/1/2011 Approved)

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Contact information

Main Address

36 Salmon Street, Manchester, NH 03104

Mailing Address

Phone number

(603) 493-1109

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Red Flags

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Check for any disclosures as part of your thorough research when choosing an advisor.

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Monique L. Pratte

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Monique Lee Pratte's CRS (Customer Relationship Summary).

Certified licenses

Experience

GELINAS & COMPANY, CPA, PLLC

State Registrations and Notice Filings

Exams

Series 65

Date: 11/14/2012

Current Firm

GELINAS & COMPANY, CPA, PLLC

Contact information

Documents

Red Flags

Company Information

GELINAS & COMPANY, CPA, PLLC

TRUST BUT VERIFY

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