Monica K. Singhania
Professional summary
Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.
That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.
Monica Khanna Singhania, CFP®, who also goes by Monica Khanna, was a registered financial professional .
Monica is a previously registered financial professional and started their career in finance in 2015. Monica had worked at 2 firms and has passed the Series 65 exam.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
July 20, 2018 - December 16, 2019
PURPOSEFUL FINANCIAL
February 3, 2016 - November 27, 2017
MCLEOD FINANCIAL SERVICES, LLC
November 24, 2015 - December 31, 2015
MCLEOD FINANCIAL SERVICES, LLC
State Registrations and Notice Filings
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Current Firm
PURPOSEFUL FINANCIAL
CRD#: 296967 / SEC#:
Contact information
Red Flags
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