Jeannette Monroe is a registered investment advisor, based in Vero Beach, FL, with 23 years of industry experience.
Location
5070 Highway A1A, Suite 250, Vero Beach, FL, 32963
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Jeannette is a supervision manager for Rehmann Financial, overseeing advisory activity for investment advisor representatives, dedicating full-time hours. She is also an agent for Rehmann Insurance Group, focusing on supervision and best practices of the insurance business, dedicating a few hours per week. Additionally, she is a supervision manager for Rehmann Financial Network, LLC, dedicating a few hours per week.
Employment History
Current Registrations
Rehmann Financial Network, LLCBroker
Rehmann Wealth
Previous Registrations
Royal Alliance Associates, INC.Broker
Oppenheimer & CO. INC.
Oppenheimer & CO. INC.Broker
Stanford Group Company
Stanford Group CompanyBroker
Morgan Stanley & CO., Incorporated
Morgan Stanley & CO., IncorporatedBroker
Morgan Stanley
Morgan Stanley Dw INC.Broker
Banc of America Investment Services, INC.
Banc of America Investment Services, INC.Broker
Geek Securities, INC.Broker
State Registrations24 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.