02 About

About Me

I'm Lisa Renee Monica Broker, Investment Adviser CRD#: 5798910

Lisa Renee Monica is a financial advisor who is aware that financial planning entails more than just assisting you in making investment decisions. Because those choices affect you, your family, and the community as a whole, not just the amount of money you have. One of the biggest money managers in the world is now one of the financial institutions I helped grow. More than a thousand people and families have benefited from my assistance in reaching their financial objectives.

  • Speciality : Broker, Investment Adviser
  • Address : Mainville, OH 45039
  • Experience : 13+ Years
  • Email : monicatutorial01@gmail.com
  • Freelance : Available
21K+
Happy Clients
200+
Projects Done
16+
Awards

My Services

Best Services For You

INVESTMENT PLANNING

Starting up an investment plan involves more than just choosing a few stocks to put money in. You need to consider your current financial situation and your goals.

STOCKS

Stocks are bought and sold predominantly on stock exchanges, though there can be private sales as well, and they are the foundation of nearly every portfolio.

CRYPTOCURRENCY

It’s hard to evaluate the exact number of cryptocurrencies, especially since new ones are probably being created as we speak, but current estimations stand at nearly a thousand.

REAL ESTATE

Buying, Owning and selling a home can sometimes feel like an emotional roller coaster. There are new processes to navigate and seemingly endless roadblocks to overcome.

MUTUAL FUNDS

Pool of Investment Equity, Traded in the financial market on consistent %ROI, on a Brokerage management.

PORTFOLIO MANAGEMENT

Professional portfolio management on investments equity on consistent returns and avoiding leverage risk.

My Portfolio

Let's See My Awesomeness

MY Clients

See What Our Happy Clients Says

Get In Touch

How Can I Help You !

Location

US - Ohio

8587 South Cove DR, Mainville, OH 45039

Email

monicatutorial01@gmail.com